Guiding Individuals and Employers in
Retirement Planning

Welcome to my website. On these pages you will find information about myself and how I might be of help to you. I concentrate on suggesting to individuals and small employers, retirement plan and investment options.

Small Employer (self-employed and up to 100 employees) 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). We can discuss options in each plan and together, we can find a plan that is suitable for your situation with minimal administration. A pension plan will help you retain employees.

It does not get any easier with Individual pension plans (IRA, Roth IRA, 403b, non-deductible IRA). I think you get the idea. We will review your choices, discuss your goals and find an appropriate plan for you. Your motivation for wanting a plan is a major factor in figuring out an appropriate solution. Are you looking to: Maximize tax deductions? Provide a comfortable retirement? Accumulate money for options in the future?

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