401(k), Deferred Compensation, Pension Plans, IRA, ROTH, SEP, SIMPLE, 403(b),….the list goes on and on. The retirement plan industry and all the laws governing it, have succeeded in creating mass confusion around the entire topic. The use of jargon by professional and novice alike only make it worse. Adding even more confusion is a constantly changing world of new products and government regulations.
Our efforts are coordinated to assure our clients that they have made the best decisions for their unique circumstances, from the “world” of choices available. Working closely together, we first strive to understand your goals & objectives. This initial step in getting to know you and what you want to achieve is critical, but often overlooked. Once we understand your goals and needs, after analysis and planning, possible strategies and solutions can be proposed. This offering highlights all of the advantages and disadvantages, as well as any associated costs and expenses.
Explained in common, easy-to-understand terms – you have clarity and confidence in your decisions.