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Retirement Planning and
Income Strategies

Everyone's retirement situation is different

… Do I have enough to retire?

… Have I saved enough to live the way I want to in retirement?

… How can I make sure I don’t run out of money?

… Do I have a good retirement plan?

These are just some of the questions people often ask as they think about retirement.

From our point of view, we believe the questions should not stop at how much money you have saved up. They should continue into how you intend to use it.

A crucial first step toward helping ensure adequate funding throughout your retirement is understanding that having retirement savings is not the same as having retirement income. We’ll walk you through what we believe makes for a good income retirement plan. BBFP guides you through the basics of turning your nest egg into a paycheck and setting up strategies so you don’t run out of money.

Specific retirement planning services may include:

  • A written retirement income plan
  • Cash Flow Analysis
  • IRA Rollovers & Distribution Planning
  • Pension Maximization Planning
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