Pre-retirees

 Our advisors help clients think through the myriad of decisions in the final working years before retirement. 
Our discussions with these clients often center on the following questions:

    When do I want to retire?

    What does retirement
    mean to me?

    How will I be fulfilled
    after my career is over?

    Do I have enough assets
    to retire?

    How long will my money last?

    What should my retirement distribution plan look like?

    When should I file for
    social security?

    How does Medicare work? What if I retire before Medicare starts?

    Where should I live? Can and/or should I buy a second home?

    How do I transition out of my business and ensure it keeps running smoothly? How do I maximize my profit?

    Can I leave some inheritance
    for my children?

    Will my spouse & family know what to do when I’m gone?

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      DUFF TEAM

      100 South Brentwood Blvd
      Clayton, MO 63105
      (314) 244-3321

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