PERSONAL RETIREMENT PLANNING

"We help guide you through your financial plans and goals."

CONSULTING

  • Tax consulting

  • Estate planning 

INVESTMENTS

  • Individualized investment planning

  • Ongoing portfolio management

  • Strategy creation

FINANCIAL PLANNING

 

  • Income and savings projections

  • Roth vs traditional IRA analysis

  • Roth conversion projections

  • Rollover assistance

  • Cash flow projections

BUSINESS RETIREMENT PLANNING

"We strive to be an asset to your company and a benefit to your employees"

CONSULTING

 

  • Retirement plan consulting and benefits      analysis

  • Retirement plan construction

  • Vendor analysis and comparisons

  • Investment policy statement construction

 

INVESTMENTS

 

  • Benchmarking services

  • Investment recommendations

  • Investment monitoring

  • Investment objective analysis

  • Investment options analysis for participants and at plan level

EDUCATION

 

  • Education services to plan sponsor on different planning structures and features

  • Participant education on benefits and plan features

  • Fee assessments and comparisons

  • Participant education on investments

FINANCIAL PLANNING

  • Financial planning and cash flow analysis

  • Participant enrollment services and individualized planning for each

  • Tax consulting and planning

Other Services:

 

  • Service provider liason

  • 404(c) assistance

  • QDIA assistance

  • QDRO sssistance

  • Loan assistance

(239) 444-1794

OR VISIT US

28089 Vanderbilt Drive, #103

Bonita Springs, FL 34134

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