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Services

HOLISTIC RETIREMENT PLANNING
We offer a large variety of services here at Hudson Wealth Management that may add significant value to your Retirement Planning. However, it is the way in which these services all work together that can create a truly outstanding comprehensive planning experience. Since we offer all these services in house or with a close partner firm, you are able to have all the rowers in your “retirement boat” rowing in the same direction.
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SOCIAL SECURITY MAXIMIZATION

There are over 80 options of taking Social Security. This is a critical decision that can have a major impact on your retirement income.
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TAX PLANNING

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability.
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RISK MANAGEMENT

Risk management is intended to manage financial and other losses potentially associated with risks to your assets, business, or health.
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RETIREMENT INCOME

Create a Blueprint for the Income in Your Retirement. This includes taking RMDs, what accounts to draw from, and what accounts to leave for building back up.

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LEGACY PLANNING

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.
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MEDICARE PLANNING

Business planning focuses on issues specific to business owners and shareholders. For business owners, the business is their most significant asset.
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Have mixed drinks, not mixed feelings over your retirement plan.

Retirement shouldn’t be a time of confusion and worry, you’ve stressed enough in your life, you should be able to finally relax knowing your finances are handled and you’re covered. We’ll help you get started today with a review in the comfort of your own home.

get your
retirement checkup

For more information on any representative, please visit FINRA’s Broker Check