Many of the retirees or soon to be retirees we talk to believe that they will be retired for next 30 to 40 years. One of their main concerns is that they don't outlive their money. Our goal is to help our you organize your countable assets such as cash, stocks, bonds, cash value life insurance, CD's, boats, jewelry, real estate investments, IRA's, 401k's and retirement plans. Then we work with you to strategize which assets are to used during retirement. This helps you:
Do you have a written Investment Policy Statement?Is your retirement plan designed especially for your business?Do not contribute enough?Do you need a larger variety from your investment choices?Have you and your employees seen your plan advisor recently?Are your employees educated as to why they should participate?
We focus on helping to match a suitable plan to your needs.Company or outside stock can be included in the plan.Use of own Third Party Administrator can be used.Unlimited deferrals for designated owners and top management.
Manage your own account via web siteMultiple fund familiesManage you own account via telephoneFund performance hotlineHow to discover your risk toleranceHelp to select investment allocationFinancial and Retirement planning
PPO, POS & HMO Health Plans Mental Health & Health Improvement Health Savings AccountsFlex Benefit Accounts (Section 125)Dental & Vision CareEmployee Group Life, Short & Long Term Disability
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.