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From the very first conversation you will feel assured knowing there is a professional team of experienced, thoughtful, and unbiased individuals who have one objective- for you to live the best possible version of your life.

 
 

The Lake Wylie Financial Planner

 

FEATURED POST

At first glance this new pension option looks interesting, as it provides 3.5% compound inflation growth each year for life (along with your spouse’s life if survivorship option is elected). To fully understand how this new option works, we decided to run an analysis of the regular level pension option versus the new 3.5% increase pension option.


 
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