Planning For A Secure Retirement

When and how will I retire?  Will I have enough assets?  What retirement vehicles are available and which one is the best accumulation vehicle for me?  If I own my own business, should I have a qualified or non-qualified plan or combination?  If I am a corporate Executive, what planning should I consider for Stock Options? Are my retirement assets protected?  How will I be taxed on the proceeds of my plan?  How will my beneficiaries receive my plan proceeds when I die and what are their options to minimize the impact of income and estate taxes?  Can a trust receive retirement plan proceeds?  How are my annuities taxed at my death?

Asking these questions at the right time and seeking information and expert advice can help solidify a financially secure retirement and leave more for your family and beneficiaries, should you die.

Our firm provides a confidential preliminary analysis of your retirement and overall estate plan on a complimentary basis.  In order to take advantage of this service, please go to the Download Files section and download the Personal Financial Planning Questionnaire. Complete the Personal and Family Information and the Retirement Planning sections,  and submit them by email, fax or regular mail.  Upon receipt, one of our staff will contact you to schedule an appointment.