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3001 Aloma Avenue
Suite 106
Winter Park, FL 32792


LaForest Wealth Management

(407) 951-7324

Social Security: By the Numbers Women and Retirement The Cost of Procrastination

See the Forest through the Trees

Today’s economic environment presents many challenges. Our independent firm allows us to offer you comprehensive advice and solutions that is tailored to your individual needs. 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial and legacy questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We are focused on you, your plan, and your success.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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This calculator can help you estimate how much you may need to save for retirement.

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Estimate your monthly and annual income from various IRA types.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Learn more about taxes, tax-favored investing, and tax strategies.

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How federal estate taxes work, plus estate management documents and tactics.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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