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We’ll help you chart your course to a confident retirement future.
Get started in 3 easy steps:
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using the Szymanski Financial Group process, we’ll examine your current financial situation and help you determine your retirement needs.
Plan
Receive a custom strategy designed to help you reach your unique retirement goals.
Instant Download
Will your retirement be affected by the Trump Tax Laws?
With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:
- How your taxes are affected by the Trump tax change – today and in retirement
- Ways to ensure your portfolio is as tax efficient as possible
- Strategies to make sure you don’t give Uncle Sam a penny more than necessary
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Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
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Szymanski Financial Group
It is our mission to help individuals and families achieve their ideal retirements. We’ll assess your financial situation and only make recommendations that are in your best interest, and we’ll do so with integrity and transparency. Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.