Free Services

Schedule a free consultation at our office to receive a personalized retirement projection at no cost to you and your complimentary copy of How to Retire Happy.

 

Topics Addressed:

 

1.  Setting Retirement Objectives

2.  Asset Allocation Prior to Retirement

3.  Investment Vehicles

     401(k)

     Traditional IRA

     Roth IRA

     403(b), 503(c)

     457 Plans

     Stock Options

4.  Income Tax Planning/Estate Tax Concerns

5.  Long-Term Care

6.  Social Security

7.  MediGap Coverage

8.  Early Retirement Plan Withdrawal Options Prior to age 59 1/2

      72t/Substantially Equal Withdrawals, Penalty-Free

 

For additional information regarding retirement planning, click on Problem Solvers.

 

Our firm also provides free retirement seminars to companies, clubs and associations.  Participants receive a complimentary copy of How to Retire Happy.