Financial Planning Services
We specialize in:
- Estate Planning
- Retirement Planning
- 401(k) Analysis and Review
- 401(k) Rollover to a Traditional IRA
- Investment Planning
- Strategies/Portfolio Analysis
- College Planning and Funding
- IRA Succession Planning
If you are perplexed by the many choices and an overwhelming amount of information, we can help. John and Jeff can make sure you are on the right road to a confident and comfortable financial future. Our personalized client-centered approach sets us apart from other advisors. If you are looking for a complete customized approach that fits your financial goals you are in the right place.
Stretch IRA’s are only appropriate for investors that will not need the money to fund their retirement. Investors should be aware that changes in tax laws and IRS Rules may adversely impact the use of the stretch IRA strategy. Typically, strategies that involve the use of stretch IRAs assume that investors take only the smallest amount from the stretch IRA as required by the current tax laws beginning at age 70 1/2.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.