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Retirement Planning

Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years. An array of investment options, combined with fluctuating interest and inflation rates and other variables, make it difficult to determine how much you will need, where you should invest, and to whom to turn for assistance.

The complex tax and legislative environment surrounding retirement planning only compounds the confusion. With qualified plans, such as IRA, pension, profit sharing, and 401(k) plans, the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And if you have accumulated significant qualified plan assets you may face additional problems, including the "Double Tax Dilemma," where the government can tax these assets twice. To guide you through the complexity of retirement planning, our team is dedicated to help you:

  • Develop customized short- and long-term investment strategies based on your personal objectives, risk tolerance, time frame for accumulation, and current financial situation.
  • Work to preserve and grow your net worth through investment opportunities and proper allocation and diversification of assets*.
  • Provide you with access to select investment vehicles, including those that offer tax-deferred accumulation and potential tax-free distributions.

We are prepared to deliver sophisticated individual and corporate solutions to help you reach your unique goals and needs for retirement.

* Diversification and asset allocation can potentially help mitigate losses, but cannot assure against market loss.