Our Services
A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.
Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.*
Our office specializes in helping our clients work toward their retirement goals by creating an investment strategy designed to address their needs. We can do the same for you, with unbiased advice and access to a comprehensive line of financial products and services.
Following are just a few of the services we provide:
- 401(k) planning – to develop customized retirement plans that help employers administer and provide attractive and beneficial retirement options for their employees
- Retirement planning - to design an investment strategy to help our clients pursue all of their retirement goals
- Investment portfolio analysis - to keep our clients informed of how their investments are performing, and to make adjustments as needed
- Annual portfolio review - to review our clients’ current holdings and help them make any necessary changes or adjustments
- Variable and fixed annuities - for tax-deferred growth potential
- Life insurance - providing financial protection for clients’ loved ones and for business needs
If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call, e-mail or click here to Contact Us.
* Social Security Administration, 2011