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)
- SEP IRA
- 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.