Retirement Planning

No matter how young or matured you are, I will help you choose the right strategies to save and to prepare for your retirement, or to review your existing Retirement Savingsplans.

How to start Planning?

  1. Identify and review your income and expenses to determine any shortfalls or surpluses.
  2. Review, compare and analyze the various retirement savings or retirement income strategies.
  3. Review and compare the retirement income options available.
  4. Develop an action plan.


For Individuals and Self-Employees:

  • Traditional IRA*
  • Roth IRA*
  • IRA Rollover*
  • 401(k) Rollover*
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities*

For Business Owners:

  • 401(k), 403(b)*
  • Roth 401(k) *
  • 412(i)*
  • Single 401(k) Plan*
  • Executive Bonus Plans
  • Profit Sharing Plans*
  • Defined Benefit Pension Plans*
  • Non-qualified Deferred Bonus Plans*

Call me for a free consultation and illustrations at (360) 256-7710 ext. 108