For many people, retirement is a time we look forward to because it means we can slow down, decide how we’ll spend our time, and do the things we’ve always wanted to do. Income in retirement allows us to live the lifestyle we seek. Your customized Retirement Income Strategy will provide you with a thorough evaluation and understanding of your situation and will serve as a guide to pursue your desired lifestyle. 

Your Retirement Income Plan is typically completed in 4 Meetings:

  • Meeting 1 — Discovery Consultation
  • Meeting 2 — Planning Strategy Session
  • Meeting 3 — Planning & Investment Strategy Session
  • Meeting 4 — Your Personal Recommendations

Your Planning Meetings Will Include the Following...

To schedule an appointment with Paul Levin to begin your Retirement Income Plan, please click on the link below:



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