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Retirement Income Planning | Dale Soutas

We help in making retirement income strategies for retirement or the people around it, so their retirement income goes on till they do so.

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Retirement Income Planning | Dale Soutas

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  1. Independent Financial Services| Dale Soutas, Financial Planner

  2. Financial planning is the process of meeting your life goals through proper management of your finances.

  3. Money management is a high level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal.

  4. There are several ways to save tax by tax planning and Dale Soutas, Financial Planner is focused on tax savings through a legal tax plan.

  5. Life insurance plays a very important role in financial planning and it invests in future life insurance benefits.

  6. The retirement plan includes identifying sources of income, estimating expenditure, implementing savings programs and managing assets.

  7. Dale Soutasis focused on helping clients to work toward retirement income through a well-thought-out strategy to work towards their retirement dream.

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