About Us
(*Taken from HOME page), Need to edit or revise: "MRC provides differentiated, value-added solutions for Retirement. We are not your typical financial advisor or planner because:
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We specialize on Retirement Planning and ensuring you have enough in retirement.
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We focus on Risk Management and "Safe Money" investment solutions (No loss in principal) and portfolios.
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We provide all clients with a custom retirement roadmap that shows how much money you will have each year, and with a high probability of success in achieving your goals.
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We provide a written and comprehensive Financial Plan that accounts for all possible outcomes in your retirement.
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We provide creative tax minimization strategies, optimal risk/returns for your investment portfolios, and help you and your attorney in your Estate Planning.
Our Team Members
Our Firm Philosopy
My Retirement Coach ("MRC") is a unique and differentiated Investment Advisory and Financial Planning firm because we focus on Retirement Planning. We would also like to introduce ourselves to you, as you get to know us better.
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Our Mission Statement
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Our Philophy
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Our Strategy
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Givign Back
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Our Promise to You
