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    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    Since 1999, Patrick has provided highly personal service to clients all over North and South Carolina, setting a new direction in retirement planning.
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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.