Your plan will provide answers to the following questions:
◉ Your plan will provide answers to the following questions:
◉ Am I creating an unnecessary tax bill in retirement?
◉ How much money do I need saved to live the retirement I want
◉ How do I decide when to start claiming social security?
◉ How does a long-term care bill affect my retirement plan?
◉ How does rising inflation and interest rates impact my planning and investment strategy?
Why Palm Capital Management?
◉ More than 10 years of experience helping hundreds of employees prepare and transition
◉ Independent of Boeing and Fidelity – we work for YOU.
◉ True financial professionals holding a CFP® designation, NOT salespeople.
◉ Fiduciaries that are legally and ethically bound to act in YOUR best interest.
◉ Unlike national retail firms, we DO NOT try to sell our own financial products.