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Retirement Estate Planning Get a customized plan so you can better enjoy retirement Your Path to Peace in Retirement 1 Schedule a Conversation Whether youd like to meet at one of our offices over the phone or through a video call your first step is to schedule a casual conversation where we get to know more about you. 2 We Create a Customized Plan Your needs and goals are unique and we believe your financial plan should be as well. Your Welshire Wealth Advisor will create a customized plan that helps you meet your goals. 3 Youll Have Peace in Retirement Youve worked hard to get to where you are.