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 
plans.
How to start Planning?
- Identify and review your income and expenses to determine any shortfalls or surpluses.
- Review, compare and analyze the various retirement savings or retirement income strategies.
- Review and compare the retirement income options available.
- 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*
- SEP IRA, SIMPLE IRA*
- Executive Bonus Plans
- Profit Sharing Plans*
- Defined Benefit Pension Plans*
- Non-qualified Deferred Bonus Plans*
Call me or send me a message using the contact form for a free consultation and illustrations.