• Retirement projections based on changing variables.
• Includes social security income at different retirement ages.
• Graphic representation of assets and retirement income based on changing rates of return on investments.
• Helps you determine actual required rate of return on your investment portfolio to meet your retirement income goals.
• Assistance with budget/expense projections for retirement years - inflation and tax calculations included.

Retirement Plan Design

• 401k and Profit Sharing design with assistance by third party administrator.
• SEP IRA, Individual and Roth IRA establishment.
• Defined Benefit Plan - designed and established with a Third Party Administrator.
• Use of cross-testing and age-weighted solutions to maximize contributions to owners and senior management if desired.
• IRA to Roth conversion assistance.