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Retirement Strategies

Individuals face the real possibility that their money will not last through their retirement.  According to the Employee Benefit Research Institute, the 2017 Retirement Confidence Survey finds that 3 in 10 workers report that they feel mentally or emotionally stressed about preparing for retirement. In addition, another 3 in 10 say that they worry about their personal finances while at work (30 percent). Half of these workers believe they would be more productive at work if they didn’t spend time worrying. Among all workers, about half say that retirement planning (52 percent), financial planning (49 percent), or healthcare planning (47 percent) programs would be helpful in increasing their productivity.

Yet, many workers are not taking critical retirement-planning steps. Six in 10 workers (61 percent) say they have saved for retirement. Just 4 in 10 have tried to figure out how much money they will need in retirement (41 percent). In addition, similarly low shares have estimated how much income they would need each month in retirement (38 percent) estimated the amount of their Social Security benefit (38 percent), or estimated their expenses in retirement (34 percent).  (Source of Data:  2017 EBRI Retirement Confidence Survey)

We are here to provide the helping hand to put a strategy in place.  We work with individuals, business and employees to help create a road map that can prepare them for a successful retirement.  We also work with individuals who are in retirement needing assistance with Distribution Planning during their retirement years. 

We can help you with:

  • Defined Benefit Plans
  • Defined Contribution Plans
  • Annuities
  • IRAs
  • Executive Compensation
  • ESOP