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Plan Your Retirement With Confidence
At Your Financial Genie, we help pre- and post-retirees turn uncertainty into clarity. Our services are designed to protect your income, reduce taxes, and give you the peace of mind that your money will last as long as you do.
Income Planning
Create a personalized plan to turn your savings into a steady, reliable paycheck for life. We’ll ensure your income strategy is tax-smart, inflation-protected, and built for your goals.
Tax-Efficient Retirement Strategies
Keep more of what you’ve earned. We’ll help you navigate tax laws, optimize Social Security timing, and structure withdrawals to minimize taxes.
Healthcare & Long-Term Care Planning
Protect your future with strategies to manage healthcare costs, Medicare choices, and potential long-term care expenses without draining your savings.
Legacy & Estate Planning Guidance
Ensure your wealth is passed on exactly as you intend. We help you design an estate plan that protects your heirs and reduces legal headaches.
Social Security Optimization
Make the most of your benefits. As a National Social Security Advisor Certificate Holder, Ilkay will help you choose the best claiming strategy for your situation.
Ready to Start Your Plan?
Let’s create a personalized retirement strategy tailored to your goals and lifestyle. Together we’ll build a plan that gives you peace of mind today and the confidence that your future is secure.
The secured investment gives you a secured future
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