Investments can play a key role in your financial plan. For individuals, a mix of investments can help address short- and long-term goals.

• IRA’s & IRA Rollover Services
• Mutual Funds
• Annuities – fixed and variable
• Stocks, Unit Investment Trusts, and ETFs
• Corporate, Municipal and Government Bonds

Group retirement and savings plans

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For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees pursue their long-term financial goals.

I can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

• Simple IRA
• SEP IRA
• Profit Sharing
• Pension Plans

Contact us today to learn about how group retirement and savings plans can benefit your business.