At Precise Financial Solutions, we specialize in helping pre-retirees and retirees confidently navigate the transition into retirement. As a fiduciary firm, we provide transparent, personalized guidance designed to protect your hard-earned savings and support the lifestyle you deserve. Whether you're approaching retirement or already enjoying it, we tailor every strategy to your unique goals, priorities, and financial picture—so you can move forward with clarity and peace of mind.​

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Our Retirement Planning Services Include:

• Comprehensive Retirement Income Planning: Strategies to help

         ensure your money lasts as long as you do.

• 401(k) & IRA Rollovers: Simplifying your accounts and aligning them

        with your long-term retirement vision.

• Investment Management: Thoughtful, risk-aligned portfolios built

         with your future in mind.

• Social Security Optimization: Helping you determine the best time

         and method to claim your benefits.

• Tax-Efficient Retirement Strategies: Minimizing taxes so you keep

         more of what you've earned.

• Legacy & Beneficiary Planning: Ensuring your wealth is transferred according to your wishes.

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Understand the 6 Major Risks That Can Impact Your Retirement:

• Inflation Risk

• Market Risk

• Withdrawal Rate Risk

• Longevity Risk

• Tax Risk

• Medical & Long-Term Care Expenses

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With the right planning, these risks can be identified, managed, and minimized—giving you confidence and financial security for the years ahead.