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Retirees

Springberg Wealth Management provides expert retirement planning, personalized investment strategies and fiduciary guidance to help retirees preserve wealth, minimize taxes and manage risk. Their tailored approach ensures financial clarity and legacy planning to help retirees gain confidence throughout their golden years.

You’ve been planning for this for many years, and now it’s time to start the next phase of your adventure. There are many decisions to be made in order to help maximize the enjoyment of your retirement and we have the experience and knowledge to simplify that process.

 

Typical questions include: 

  • What income sources should you take from?

  • When should you take Social Security?

  • What is a sensible number to leave in cash reserves?

  • What debts, if any, should you pay off?

  • Have you planned for your care down the road?​

Retired Happy Couple

Getting Started Is Easy!

Take control of your financial future. Contact us today to schedule a free consultation and take the first step towards achieving your financial aspirations.

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Address: 

10 Acoma Blvd South, Suite 102

Lake Havasu City, AZ 86403

 

Hours: 

Mon - Fri 8am - 5pm

Sat - Sun Closed

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Phone: 

(928) 855-9421

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Email:

​Info@springbergwealthmanagement.com

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide legal or tax advice, please consult with a legal or tax professional.

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This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CT, CO, DE, FL, GA, HI, ID, IN, IL, KS, KY, MD, MA, ME, MI, MN, MO, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WV, WI, WY. No offers may be made or accepted from any residents outside of the specific states referenced.

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FINRA SIPC BrokerCheck CRS

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.

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