Investments

IRA’s & Retirement Plans

We all have dreams of traveling, vacationing, time to simply spend with family and to pursue hobbies. Those dreams, unfortunately, will remain dreams without some careful planning.

We would love to help you plan to make your dreams a reality. With proper planning you should be able to live as you would like after retirement – aware, but not worrying about finances.

Individual Plans

Now that you have decided to start setting aside savings for retirement, which plan is best for you? Should you use a Traditional IRA or a Roth IRA and what is the difference between the two? If you are currently investing in a 401K through your employer, should you also have  an IRA? We know that you have questions. Our goal is to teach you not only what you should do, but why you should do it, as well...  <Read More>

Business Plans

Options, options, options.

Options are great, but sometimes they can keep us from making a decision. Let us help you determine which plan is best for your business.

Beyond choosing which plan is best for you and your business, we will help with plan facilitation, participant enrollment, and most importantly, education and support for the sponsor and the employees. Again, we strongly believe that education is the key. In our opinion, a successful plan is one that flows easily for the employer and is well understood by the plan participants.

The plans are basically split into two categories, businesses with employees and businesses without...  <Read More>

 

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