Still have questions? We've got answers. Email us or give us a call.
The great thing about working with us is that we don't have a quota to meet. We're all about the planning process, helping you to understand how tax strategies, principal protection strategies and risk management can help you insure a safe, predictable retirement. We have been doing this for over 30 years and we are not going to risk our business reputation by pressuring you to make a decision - we promise!
Yes, our strategies can be set up in a number of different ways. In addition to IRA, ROTH IRA, 401k, 4013b and TSP plans - you can fund your account with money from Brokerage accounts and/or Bank accounts. The money can be moved without major tax consequences - it’s just paperwork and we handle it all for you!
While it is true that our plans work best with funds of at least $300,000 we are happy to discuss your options, regardless of how much or how little you have. Book a time to chat with us and we'll walk you through the options and see what will work for you.
Our retirement planning process will reveal the best options for you. And, we never forget - it is YOUR MONEY. So the decisions are yours and yours alone. We educate our clients on the importance of NOT LOSING assets to market gyrations. We use a variety of techniques to insure that our client's retirement doesn't become a train wreck down the line.
Good News! We can roll over a Roth IRA into our plan and maintain it's tax-favored status. Set up a time to chat with us and we'll explain how it works.
We are able to facilitate rollovers that do not create a taxable event, in other words, you can move your account over and not change anything about the tax status. Protect your money from market volatility and maintain the tax-deferred status.
Many of our clients fall under this rule. We make sure that your plan will be set up so your Distributions will not cause fees or penalties.
Our accounts are set up to participate in stock market gains (with limits) and protect you from stock market loss at the same time. The guarantee against loss comes is the reason the gains are limited. Even so, the historical average rate of return is 5-8%. This is an average - not a guarantee.
Our services vary. We do charge a fee for our retirement analysis and planning. We are happy to discuss your situation and reveal any and all charges BEFORE you commit to working with us!
