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Retirement Strategy

Request Your Free 30 Minute Financial Audit

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Retirement Strategy Services

Here at Dental Medical Financial Planners, we work closely with dentists and doctors based in the UK to ensure they are in the right financial position to retire when they want, with the lifestyle they desire. The Retirement Strategy Planning service aims to help you decide exactly what you want to achieve when you retire (desired income, lifestyle, other goals, etc).

We’ll compile an individual plan so that you’ll know if you’re on track to:

  • Retire at your chosen age with sufficient income
  • Retire with/without downsizing from your existing property
  • Have sufficient income for the rest of your life

Once you’ve experienced the Retirement Planning Strategy service you should have a much clearer understanding of how you can reach your financial goals and when they can be achieved.

Your Retirement Strategy – The Next Step

This service is fee-based (fixed fee) and the amount is always agreed prior to any work being undertaken.

To find out more about our Retirement Strategy Planning service, simply give us a call or complete the enquiry form – we’re always happy to help with any enquiry and will reply to you within 24 hours.

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