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We Listen  |  Retirement–Freedom AnalysisTM  |  Invest–StremeTM
Review and Adjustment

Find your Retirement-Income Timeline
to make Retirement Happen!

Key Financial Transition Plan #1:
Retirement-Income for Your Confidence
(Free print version)
Process · Performance · Cost

This summary focuses on our 4-Step Process for Key Financial Transition Plan #1. When we work with you to establish your Retirement-Income plan, we use our proprietary process developed over more than 25 years of helping investors like you.

We believe that implementing our "Three Key Financial Transition Plans" for Investment Success and Retirement-Income can help make the difference in your retirement.

Let us help you make RETIREMENT happen…


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Kenwood Office  |  513-793-1990  |  Toll-Free: 800-541-9791  |  8041 Hosbrook Road, Suite 416  |  Cincinnati, OH 45236
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Wycoff-Lucas Retirement-Income Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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