{"id":22,"date":"2016-02-19T21:10:50","date_gmt":"2016-02-19T21:10:50","guid":{"rendered":"http:\/\/gpswp.com\/seniorad\/?page_id=22"},"modified":"2016-08-08T10:41:00","modified_gmt":"2016-08-08T16:41:00","slug":"retirement-planning","status":"publish","type":"page","link":"https:\/\/gpswp.com\/managedwealthadvantage-2\/services\/retirement-planning\/","title":{"rendered":"Retirement Planning"},"content":{"rendered":"<p>Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients\u2019 wills, estate plans\/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients\u2019 financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth. <\/p>\n<p><strong>We offer:<\/strong><\/p>\n<ul>\n<li><strong>Insurance Planning <\/strong><\/li>\n<li><strong>Beneficiary Review <\/strong><\/li>\n<li><strong>Retirement Planning <\/strong><\/li>\n<li><strong>Financial Needs Analysis <\/strong><\/li>\n<li><strong>Analysis of Present and Future Expenses <\/strong><\/li>\n<li><strong>Estate Preservation<\/strong><\/li>\n<li><strong>Income Planning<\/strong><\/li>\n<\/ul>\n<p>Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients&#8217; needs are best met by focusing on processes and most importantly, people.<\/p>\n<p><em>David Polatis and Managed Wealth Advantage, LLC\u00a0does not provide tax and\/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients\u2019 wills, estate plans\/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients\u2019 financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth. We offer: Insurance Planning Beneficiary Review Retirement Planning Financial [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Retirement Planning - Managed Wealth Advantage, LLC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/managedwealthadvantage-2\/services\/retirement-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Retirement Planning - Managed Wealth Advantage, LLC\" \/>\n<meta property=\"og:description\" content=\"Our firm takes pride in providing comprehensive retirement planning services to our clients. 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