Advanced Planning Wealth Management Group, located in Newport Beach, CA, is a highly experienced team of Retirement Planners dedicated to providing the highest level of Pension Maximization and Financial Planning Strategies to Federal Government Agency employees and retirees. With over 50 years of combined experience, they specialize in educating US Government Agency Retirees on how to maximize their retirement income during the three major phases of retirement.
Their comprehensive approach to retirement planning involves creating Individualized Retirement Plans tailored to each client's unique needs and retirement income goals. The team at Advanced Planning Wealth Management Group takes their clients' retirement personally, making recommendations that they themselves would be willing to accept, following the Golden Rule that drives their practice.
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