Retirement Planning

For those who are working toward financial independence, CPFA provides a comprehensive set of services to guide you through your remaining working years. 

  • We will assist you in maximizing the value of your executive compensation and benefit plans, including stock option planning.
  • We will evaluate whether your financial assets are sufficient to provide the retirement lifestyle that you desire.
  • We will stay focused on strategies to help ensure that you never run out of money.
  • We will help you structure your post-retirement business activities.

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