Retirement Services

The Retirement Planning landscape has been shifting dramatically and for many Americans, it remains a mystery. There is an increase of responsibility put on the individual and a long list of interrelated decisions that a person will live with the rest of their life. With the continually changing landscape including legislative changes, extended life expectancies, tax laws, and personal life events, the sheer number of decisions has many confused on where to even begin. Our Retirement Services are focused on providing the education and knowledge to make prudent decisions that leave you confident about your future. Our educational process will give you the ability to properly navigate whichever life stage you are in.

Accumulation
Regardless of age, the most important thing is to get started. Retirement can feel like a long ways a way, and it may be, but the more time given for accumulation, the better the odds of reaching your future goals. Equally important is getting started in the right direction by forming the habits that will lead to success. We work with clients to help them understand the long term effects of their decisions today and how to position themselves for success in the future.

Transition
There are several things to consider when transitioning from your working years to your retirement years. It can be tricky, confusing, and full of questions.

  • Which Social Security Strategy is right for you?
  • How should your investments be allocated?
  • What are the pitfalls I should be aware of?

Through our work together, we’ll remove the anxiety and unknown by providing a clear roadmap, identify how all the moving pieces work together, and how to apply it all to your unique situation. We have helped lots of people answer these questions, successfully navigate the obstacles, and make their retirement dream a reality.

Distribution
After years of receiving a paycheck, you must now figure out how to turn your savings into a lifetime paycheck. A proper distribution strategy allows you to maximize your savings and minimize waste. It helps eliminate the potential tragedy of outliving your assets, prepares your budget for the impact of inflation, and assists in maximizing your legacy for the next generation. Our role is to not just give you a plan and send you on your way, but to be there along the way. As life events come your way in retirement, we’ll be right there with you to help steer you in the right direction.

Clients of all ages benefit from learning how to take more control over their future. One of your most valuable assets is time. We’d be happy to help you get on your way to a better and brighter future.

Retirement Services

  • Retirement Income & Expense Analysis
  • Retirement Savings Need
  • Distribution Strategies
  • Statement Reviews
  • Social Security Review
  • IPERS Review
  • OPERS Review
  • 401(k) Rollovers
  • Account Transfers

Retirement Products

  • Traditional IRA
  • Roth IRA
  • 401(k) plans
  • 403(b), 457 plans
  • Profit-Sharing
  • Defined Benefit
  • Simplified Employee Pension (SEP)
  • Savings Incentive Match Plan for Employees (SIMPLE)
  • Keogh