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Preparing for retirement, college, and asset accumulation.
We can help with:
Roth IRA
Traditional IRA
SIMPLE/SEP IRA
College Funding
401(k) Rollovers
UGMA/UTMA accounts for children
Retirement Plans For
Businesses
We specialize in helping
you establish and administer retirement plans which fit your business.
As you grow, we can transition you and your employees to the
appropriate retirement plan if your needs change. Ask, we're here
to help you review your retirement plan options.
Traditional or Roth IRA
Fixed Annuities are financial contracts with an insurance company
that are designed to be a source of retirement income. They earn a fixed
interest rate for a specified period of time.
Because these are long term contracts, you want to make sure the company
you purchase an annuity from is solid and stable. Ask us about our
company's financial stability- it's important, and we think you should
know!
Don't wait to start your IRA- every day you delay
costs you money!
The
cost of waiting
Compare the results of an IRA contribution
established just a few months apart. What a difference a few weeks make
when annual premiums are paid on January 1, May1, or September 1!
The cost of waiting on an IRA with 5.7 percent interest*
| Years to
Retirement |
January
1 |
May 1 |
September
1 |
| 40 |
$303,500 |
$297,944 |
$292,489 |
| 30 |
158,562 |
155,659 |
152,809 |
| 20 |
75,303 |
73,924 |
72,571 |
| 10 |
27,475 |
26,972 |
26,478 |
| 1 |
2,114 |
2,075 |
2,037 |
We want to help you reach your
financial goals!
Let us know
when it's convenient, and we will sit down with you to answer any
questions you have.
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