RETIREMENT

We offer individuals, families and businesses a wide range of insurance and financial services. This includes retirement savings plans for individuals and businesses, as well as plans for government entities, schools and universities, and 501(c)(3) organizations.

Individual Retirement Accounts (IRAs)
With inflation and taxes working against you, saving for retirement and other financial goals is not easy. Individual Retirement Accounts (IRAs), however, offer you a tax-advantaged way to save, while giving your money the potential to stay ahead of inflation.

Corporate Sponsored
A retirement savings plan structured as a defined contribution plan with the goal to accumulate dollars that are available to the plan participants upon retirement. A company-sponsored retirement plan can help attract new employees and rewards current staff.

Government
A retirement savings program for public employees – counties, cities, municipalities, etc.

Schools & Universities
Retirement savings programs for kindergarten through high school (K-12) and university employees.

Not-For-Profit Organizations
Not-for-profit organizations can offer a variety of retirement savings plans to their employees.

Self-Employed
Simplified 401(k) and IRA programs offer affordable retirement solutions for the self-employed business owner.