Business Retirement Planning

Estate planning is an important step to ensure your loved ones are provided for in the best possible way after you pass away. As part of your estate planning, you will need to identify who will receive financial support and how your assets will be distributed. Typically, estate planning is carried out through wills and trusts, and can require the participation and coordination of a lawyer and financial advisor.

*We do not provide legal or tax advice. Consult your legal and/or tax advisor.

When you change jobs, you may have a couple of options regarding your company's retirement saving plans such as 401k plans. Whether you keep it at your former employers, roll it over into an IRA or your new employer's retirement plan, or receive it directly, it is important you understand the implications of each option. It is also an opportunity to discuss with a Financial Advisor your options to continue saving for your retirement.

If you are interested in investment planning, then a good start is to assess your money management approach: from tracking your expenses, to identifying sources of potential savings and income. It is also important to evaluate your short-, medium-, and long-term goals as well as your risk exposure you would fee comfortable with. Meeting with a Financial Advisor can help you walk through questions and options that reflect your investment comfort level.