Retirement planning means much more than putting money away for your future. Having a good long term plan on where and how you wish to live helps solidify your savings goals. Having an understanding of the costs and benefits of Medicare, the purpose and expense of Long Term Care insurance can be vital to a successful retirement. In many cases Life Insurance planning for business succession and estate tax planning are critical in passing assets to your children.
There are many types of qualified retirement plans. Your success will be based on how your plan is designed and implemented. We can work with your accounting and legal advisors to help fulfill your retirement dreams.
401(k) plans, Safe Harbor plans, Cross Tested Profit Sharing- combinations of these and other designs can be customized to fulfill your goals. Let us work with you to satisfy your dreams!