Retirement Planning for Individuals, Families and Businesses
Retirement Income Planning for Individuals
We work with you to structure your assets in a way that assists you in pursuing your retirement objectives. Our approach to individual retirement planning is to focus on both the accumulation of assets during pre-retirement, and the distribution of assets post-retirement.
It is important to position assets thoughtfully and prudently to maximize return and efficiency. We accomplish this by coordinating qualified and non-qualified assets with Social Security and other benefits. How retirement assets are distributed is important as we assist you in maximizing your retirement income.
Corporate Retirement Plan Services
We work with companies to structure retirement plans that meet the objectives of both the business and the employees. Helping our business owner and corporate clients develop an appropriate design for their company retirement plan is crucial to the ultimate success of the plan. We provide the following retirement plan services:
- Selection of a plan provider
- Evaluation of fund lineup, technology and reporting
- Implementation of the retirement plan, 401(k) or pension
- Education of plan participants (employees)