Possible Retirement Goals

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GOAL 1 – I never want to run out of
money.
GOAL 2 – I want a regular reliable
income stream.
GOAL 3 – I want exposure to
investments that keep pace with
inflation and provide for the later
years of retirement.
Goal 4 – I want a series of cash
accounts that allow me to meet my
spending objectives over the next
few years.

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"Dear Tom , Shane & David, Just a short thank you for all the time, effort and knowledge you have given to Paul and myself over the past 8 years..."

Paul & Cara, Urunga
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Donna Hale

Office Manager
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