Retirement Planning

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Retirement can be one of the most rewarding times in one’s life. Yet it does not come without its challenges. Our team creates a retirement roadmap that revolves around you, your goals, and your values. Whether you are preparing for, transitioning into, or are currently retired, we help you navigate the checkpoints that come along the way. Focusing on the things that matter most to you, we will support you as you fulfill your dreams and get the most out of life.

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Whether you would like a quick review or a deep dive into your financial plan, let us know what you’re looking for, and we’ll be in touch to continue your financial journey with you.

Investment Advisory Services offered through Bright Futures Wealth Management, LLC and/or Cetera Advisors LLC – registered investment advisers. Securities offered through Cetera Advisors LLC. Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera Advisors LLC, Rochester Wealth Partners, and Bright Futures Wealth Management, LLC are separate companies.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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