Planning for Retirement
Whether you’re an individual seeking taxdeferred growth or a business owner wanting to offer employees an attractive benefit, I can help you navigate the complex choices available to you. I offer assistance with a full array of retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Comprehensive Investment Planning
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process.
Estate Planning Assistance
You have worked hard to save and build your wealth- whether you just started a family or successfully retired - we can work together with your attorneys and tax professionals to implement a strategy to make sure your assets get to the correct beneficiaries in the most tax efficient way possible.