RETIREMENT PLANNING

FIRE! Financial Independence Retire Early. Retirement does not have to be until you are 65 and old. Having the knowledge and proper planning in place can get you into retirement a lot earlier than you think. Let us help!

RETIREMENT VEHICLES

The government encourages investments into retirement accounts. We help you by educating you on all the choices you have for retirement:

 

  • 401K
  • Traditional IRA – Individual Retirement Account
  • Roth IRA – Individual Retirement Account
  • SEP – Simplified Employer Pension

RETIREMENT PLANNING

Planning for the future whether it is for yourself or your children is crucial. We can help plan and maximize tax savings by:

 

  • 529 Plan for your children and grand children
  • Forecast expected retirement income
  • Plan taxes on expected retirment income