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Retirement may be daunting, but if you start planning today, you'll be able to retire with certainty.
Columbia Square Wealth provides sophisticated, highly specialized retirement planning and benefits solutions tailored to each client. Our retirement planning services include:
> Full Comprehensive Financial Plans with projected investment growth, income, cashflow, and taxes from the beginning through the end of retirement.
>Social Security and Medicare Option Analysis
>Long-Term Care Costs and Coverage Options
>Longevity and inflation risk assessment
>Life Insurance Review
>Estate Plan Completion
>Beneficiary Review
>Legacy Planning
