Retirement

If you are considering rolling over or transferring your current retirement plan, or if you are interested in consolidating various IRA’s and retirement plans, we can help you in this process. We want to make sure there are no missteps so that you can avoid unnecessary taxes and penalties. Also, when you are considering investing for retirement, you may want to look at various options which include reducing risk, generating income and appropriately passing assets to your heirs. A further service that we provide is setting up retirement plans for individuals and small businesses.