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Always Together.

Financial planning dedicated to enhancing your current and future way of life.

The Retirement Income Framework

These 5 critical steps will help us to create a roadmap for your retirement. We figure out where you are today, where you want to be, and the most efficient way for how to get there.

Step 1: Identify

Estimate your expenses in retirement and calculate your "Protected Income Number".

Step 2: Protect

Review the three sources that
will protect a portion of your
retirement income.

Step 3: Reduce

Explore tax-advantaged options to distribute your money in the most
tax-efficient manner.

Step 4: Invest

Execute a goal that works towards growing your surplus assets in the market to enhance your wealth.

Step 5: Manage

Meet with us every year to affirm your retirement income plan still aligns with your goals.

Free Training

How to Avoid the Retirement Income Crisis

What You'll Learn:

How to best transform overexposed assets into a protected income stream that's guaranteed for life
How to get up to 77% more income out of your Social Security benefits
The #1 risk in retirement that can decimate your savings (and how you can eliminate it altogether)
The RIGHT way to manage distributions so you avoid paying excessive income taxes

Complimentary Report

One way to secure a successful retirement is through an income plan that protects your money from the four major risks. Request your Retirement Income Shortfall Analysis and we will provide you with a rating from 1% to 100%, called Your Retirement Success Score.

Request Now

Ready to take the next step?

You deserve the retirement you've always wanted. Click the button below to schedule your complimentary consultation.

Let's Get Started

Contact Us

Phone: 978.618.4812
Email: joe@macmunnfinancial.com

1 Cabot Road, Suite 270
Hudson, MA 01749

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