{"id":707,"date":"2022-02-08T16:42:28","date_gmt":"2022-02-08T16:42:28","guid":{"rendered":"https:\/\/www.retirementrefined.com\/?page_id=707"},"modified":"2024-04-18T16:50:56","modified_gmt":"2024-04-18T16:50:56","slug":"remote-services","status":"publish","type":"page","link":"https:\/\/www.retirementrefined.com\/remote-services","title":{"rendered":"Remote Services"},"content":{"rendered":"\n
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We use the video conferencing platform \u201cMicrosoft Teams\u201d to maintain face-to-face relationships with out of state\/out of area clients and those who prefer virtual relationships. Microsoft Teams is a complete two-way communication tool and in many ways, a lot like Face Time\u2026. but with even better<\/em> options!<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

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Why Use Microsoft Teams?<\/h2>\n\n\n\n
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Simple technology has enabled our firm to offer our traditional in-person comprehensive services from the comfort of your home or anywhere you travel. We\u2019ll guide you through the set-up which is as simple as turning on your computer, opening your email, and clicking on the link we provide. We will personally guide you through the simple set-up process.<\/p>\n\n\n\n

We are able to generate and share your personalized plan results, individual performance reports, personalized statements, etc. while simultaneously on video chat with you. Not to mention, Microsoft Teams is a completely safe and secure application<\/strong> that you can download right from your phone or computer (AND<\/em> \u2013 it is complete free!)<\/p>\n<\/div>\n\n\n\n

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Using Microsoft Teams, we offer the following services:<\/h2>\n\n\n\n
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Complimentary Consultations<\/h3>\n\n\n\n

Schedule your 30-minute Retirement Consultation. Paul can provide expertise and guidance on the following topics:<\/p>\n\n\n\n

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  • Investment Strategies & Positioning<\/li>\n\n\n\n
  • Income Taxation<\/li>\n\n\n\n
  • Income Strategies<\/li>\n\n\n\n
  • Social Security<\/li>\n\n\n\n
  • IRA Distributions<\/li>\n\n\n\n
  • Medicare<\/li>\n\n\n\n
  • Long Term Care<\/li>\n\n\n\n
  • Estate Planning<\/li>\n<\/ul>\n<\/div>\n\n\n\n
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    Retirement Income Planning<\/h3>\n\n\n\n

    Your customized Retirement Income Strategy will provide you with a thorough evaluation and understanding of your situation and will serve as a guide to pursue your desired lifestyle.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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    Investment Management<\/h3>\n\n\n\n

    Investment portfolios must be carefully positioned and aligned as determined by your need for income today, as well as income for several years!<\/p>\n<\/div>\n\n\n\n

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    Client Investment & Planning Reviews<\/h3>\n\n\n\n

    Your investments are aligned with your specific goals and time-horizon that coincide with your current & future needs for income.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

    We use the video conferencing platform \u201cMicrosoft Teams\u201d to maintain face-to-face relationships with out of state\/out of area clients and those who prefer virtual relationships. Microsoft Teams is a complete two-way communication tool and in many ways, a lot like Face Time\u2026. but with even better options! Why Use Microsoft Teams? Simple technology has enabled our firm […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages\/707"}],"collection":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/comments?post=707"}],"version-history":[{"count":21,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages\/707\/revisions"}],"predecessor-version":[{"id":3376,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/pages\/707\/revisions\/3376"}],"wp:attachment":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/media?parent=707"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/oi_page_folder?post=707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}