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Your Retirement, Thoughtfully Planned

When the future feels unpredictable, your finances don’t have to.
At Montgomery Financial Planning, we help you take the guesswork out of retirement. Whether you’re five years away or already navigating the transition, our mission is to help you feel confident, informed, and prepared.

We specialize in building personalized retirement plans that reflect your goals, values, and lifestyle. From income strategies and investment guidance to tax planning and Social Security decisions, we bring clarity to complex choices so you can focus on what really matters, living the life you’ve worked so hard to build.

Let’s create a plan that gives you peace of mind now and the freedom to enjoy the years ahead.
 

Ready to take the
first step?

Download our free Retirement Checklist

Download Our Free Retirement Planning Checklist and see where you stand

Who We Help

Is This You?

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You’re 5–10 years from retirement and wondering if you're on track.

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You’re unsure how global uncertainty will affect your financial future.

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You’re ready to shift from accumulating wealth to drawing income.

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You want a retirement plan that feels calm, clear, and sustainable.

Let’s create a plan that gives you clarity and cash flow.

The Retirement Journey

Pre-Retirement (5–10 Years Out)

Get clear on your future before you take the leap

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  • Am I financially ready to retire?

  • What can I safely spend in retirement?

  • Should I shift my investment strategy?

  • How do I factor in inflation, taxes, and healthcare?

  • Will my income last for 25–30 years?

Testimonials

The Clarity Seeker
"I came to Chris feeling overwhelmed and unsure if I could ever afford to retire. He walked me through every step with patience and clarity, showing me a plan I could actually follow. Now, not only do I feel confident—I’m excited about this next chapter of life."

Janet M., age 58

Let’s Talk

Ready to Feel Confident About Retirement?

Montgomery Financial Services offers practical, personal retirement planning built for real life. Transparent, reliable support. No jargon. Just honest guidance and smart strategies.

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