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Retirement Planning

Our retirement planning services are designed to help you prepare for a secure and comfortable retirement. We provide guidance on maximizing your savings, optimizing Social Security benefits, and creating personalized plans that align with your retirement goals.

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Secure and Comfortable Retirement Strategies

Planning for retirement is one of the most important financial decisions you'll make. At Prasad Wealth, we specialize in creating detailed retirement plans that help ensure a secure and comfortable retirement for our clients.

Customized Retirement Planning

We work with you to develop a retirement plan that reflects your goals, lifestyle, and financial situation. Whether you are just starting to save for retirement or are approaching retirement age, we provide tailored advice and strategies to help you reach your retirement goals.

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Maximizing Retirement Savings

Our advisors help you maximize your retirement savings through a combination of tax-efficient investment strategies, employer-sponsored plans, and other retirement savings vehicles. We help ensure that your savings are optimized to provide a steady income throughout your retirement.

Social Security and Pension Guidance

Navigating Social Security and pension benefits can be complex. We provide expert guidance on how to maximize your benefits, ensuring you receive the full value of what you are entitled to. Our goal is to help you make informed decisions about your retirement income.

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Personalized Retirement Goals

Your retirement plan is tailored to your specific goals, whether that's traveling the world, pursuing hobbies, or simply enjoying a comfortable lifestyle. We work with you to create a plan that aligns with your vision of retirement.

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Why Prasad?

Why Choose Prasad Wealth Partners for Retirement Planning?

  • Personalized retirement plans tailored to your goals

  • Strategies to maximize savings and optimize income

  • Guidance on Social Security and pension benefits

  • Ongoing support and adjustments as your retirement needs evolve

Let's Connect

We are eager to hear from you and discuss how we can assist you in achieving your financial goals. Whether you have questions, need more information, or are ready to start planning your financial future, we are here to help.

Prasad Wealth Partners, LLC (“PWP”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of the SEC nor does it indicate that PWP has attained a particular level of skill or ability. Prasad Wealth Partners, LLC and Prasad Wealth are affiliated yet separate entities. This website www.prasadwealth.com is owned and operated by Prasad Wealth Partners, LLC. PWP offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.

Address

6050 Oak Tree Blvd, Suite 100, Independence, OH 44131

Email

Phone

216.313.9999

Check the background of your financial professional on FINRA's BrokerCheck. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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