Retirement Planning

One of the most important aspects of financial planning is analyzing retirement needs and developing a systematic savings plan to meet retirement expenses. With recent economic trends, such as pressure on the Social Security system, it is never too soon to start planning for the future. In order to assist companies in developing retirement plans and to help individuals ensure a comfortable, financially secure retirement lifestyle, we provide the following services:

  • Formulation of strategies for distribution of company plans (pension and profit sharing, thrift, 401 (K), etc.)
  • Analysis of income that will be available from pension plans and other corporate benefits, social security, IRAs and/or Keogh Plan accounts.
  • Evaluation of insurance needs in light of potential reduction in group benefits.