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Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  Primarily, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement, as compared to a retiree in 1950 who lived,  on average, an additional 15 years.  Longer life spans have created a number of new issues that need to be taken into consideration; funding for retirement, lifetime income needs, health care needs, estate protection and Social Security.

We help you identify the right strategy for your family or business to ensure that you’re maximizing your savings and tax benefits.

Our solutions focus on:

Individual owned retirement plans

  • Traditional IRA
  • Roth IRA
  • RA Rollover

Employer based retirement plans

  • 401(k) Plans
  • Individual (k) Plans
  • Simple IRA
  • SEP (Simplified Employee Pension Plans)
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
     

Our Services

  • Our Services
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate planning
  • Tax Strategies
  • Insurance strategies

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 727-216-8051
Fax: 727-400-3231

Email: zhobby@unifiedwm.com

Address: 220 Pine Ave. N Suite A, Oldsmar, FL 34677

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