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