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Retirement Planning

Will You Outlive Your Assets?

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:

  • minimize your investment taxes
  • enjoy your retirement lifestyle
  • the ability to travel as you want
  • living with financial confidence
  • preserve your assets for your family
  • plan for inflation, one of the components most people don't consider

401(k) and EE Benefits

Compliant With The ERISA Law?

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?

For Employers

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.

For Employees

Manage your own account via web site
Multiple fund families
Manage you own account via telephone
Fund performance hotline
How to discover your risk tolerance
Help to select investment allocation
Financial and Retirement planning 

Ways To Reduce Health Insurance Costs

PPO, POS & HMO Health Plans 
Mental Health & Health Improvement 
Health Savings Accounts
Flex Benefit Accounts (Section 125)
Dental & Vision Care
Employee Group Life, Short & Long Term Disability

Take Charge of Your 401(k)

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.