Retirement & Estate Planning

We are here to present financial options to prepare for retirement. We offer Traditional & Roth IRAs. We specialize in 401 (K) rollovers. Our job is to make sure you never run out of money. We want you to enjoy a comfortable retirement. We want to reduce taxes.

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Annuities

This is an insurance contract issued and distributed by financial institutions with the intention of paying out invested funds in a fixed income stream in the future. This is an option to look at for after retirement.

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401(k)

A 401(k) plan is a retirement savings plan offered by an employer that provides tax advantages for the saver. They are created when an employee agrees to have a percentage of each paycheck paid directly into an investment account. Then the employer may choose to match either part or all of that contribution. The employee can choose among a number of investment options, usually mutual funds.

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401(k) Roll-Over

When you switch jobs and you have a 401(k), you can choose to roll your 401(k) plan to an IRA that can provide you with more investment options, lower investment fees, and more control over your financial future.

You can choose either a traditional IRA or a Roth IRA, both have their own pros and cons.

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Company Financial Planning

The workforce is full of many options and to attract the right employees and having an attractive and fulfilling financial planning program is essential. We are here to guide you and your company in creating an employee benefits package that covers health insurance, life insurance and retirement.​