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Planning Your Retirement: Going Beyond the Numbers

A useful tool for looking ahead by <br/>David Layo, RICP&#174;

A useful tool for looking ahead by
David Layo, RICP®

David takes a holistic view of retirement planning, giving each client the in-depth and individualized attention they deserve while concentrating on long-term and intergenerational planning.

Go beyond the numbers with helpful tips and thought-provoking insights. Learn how to add structure and stability, with room for changes along the way. Let’s remove the confusion, manage the emotion and build a plan together toward your dreams.