Save with confidence

Retirement Plans

Plan for a successful retirement

Retirement Plans Customized for you

Our benefit consultants will be your personal guide and point of contact, working diligently to understand your goals and how you define success. Then, a team of specialists in investment management, credit and banking solutions, financial planning, trust and estate services, and risk management will develop a plan that’s designed to help you:

  • Navigate complex employee benefit plans
  • Pass on assets to your heirs
  • Manage medical expenses in retirement
  • Maintain your standard of living
  • Protect your wealth and property
  • Support a cause that’s important to you
  • Use credit to manage cash flow and income

Let us help facilitate your:

  • 401(k) or 403(b) offered by your employer. For most people, this is the easiest and best place to start investing for retirement
  • Solo 401(k)
  • Simple IRA
  • IRA
  • Roth IRA
  • Health savings account

When can you retire?

Check out our resources for learning when you can successfully retire. We take a look at your complete picture to determine a time when you will have enough to retire comfortably. In many cases, we determine our clients are ready to retire sooner than they thought.

Reach out to us for a free retirement evaluation

Ready to get started?

Our retirement specialist are ready and available to give you a comprehensive outline of your retirement big picture. They'll provide you with options and give you a road map for retiring successfully and with confidence. Don't outlive your retirement income! Reach out to us today.
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© Copyright 2024 American Federal Benefits Consultants. All rights reserved.
American Federal Benefits Consultants is an independent organization not a government agency or affiliated with the federal government or any state government. *The terms CSRS, FERS, FEGLI, and FEHB are all registered trademarks of the U. S. Office of Personnel Management. American Federal Benefits Consultants, agents, consultants, or any independent contractors does not provide tax, legal, or investment advice and does not engage in the solicitation or sale of securities.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact or 1–800 MEDICARE to get information on all of your options.