Services

Retirement planning begins long before your last day on the job. With a detailed knowledge of your individual goals, we analyze your current and the projected financial outlook to determine the best strategy to meet your pre- and post-retirement needs. We also ensure that your retirement plan is aligned with the rest of your financial planning picture, including taxes, investments, estate planning, and insurance.

How we can help:

• Pension plan/401K benefits
• Supplemental pension benefits
• Social Security
• Profit-sharing plans
• Non-qualified deferred compensation
• Investments
• Annuities
• Life Insurance

Retirement planning begins long before your last day on the job. With a detailed knowledge of your individual goals, we analyze your current and the projected financial outlook to determine the best strategy to meet your pre- and post-retirement needs. We also ensure that your retirement plan is aligned with the rest of your financial planning picture, including taxes, investments, estate planning, and insurance.

How we can help:

• Determine the client’s desired standard of living
• Evaluate retirement needs
• Analyze available and expected retirement resources

• Tax shelters and tax-free investments
• Alternative Minimum Tax reduction
• Deferral or acceleration of income or deductions
• Planning for purchase or sale transactions
• Deferred compensation
• Formation of trusts, family partnerships, or other legal entities