Now that you are here, now what? Well, this website was created to help you by offering information about myself and how I might be of help to you. In addition, you will find newsletter articles about different financial topics, a full gamut of calculators, e-seminars and research reports. Enjoy to your hearts content! I concentrate on suggesting to individuals and employers, retirement plan options and investment opportunities. If you are trying to figure out what type of pension plan is appropriate for your situation I can try and help you cut through the clutter and provide suggestions/options that are available to you. Company pension plans come in a confusing array of names (Simple IRA, Payroll Deduction IRA, Single K, 401K, SEP-IRA, Profit Sharing, Defined Benefit, Money Purchase). It does not get any easier with Individual pension plans ( IRA, Roth IRA, 403b, non-deductible IRA). I think you get the idea. We can review your choices, find appropriate options for your situation and you choose what fits best. Your motivation for wanting a plan is a major factor in figuring out an appropriate solution. Are you looking to:
A Pension Plan gives you options. No plan, no options! "Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty" Proverbs 21:5 |
