Retirement Planning

In retirement planning, we evaluate your current financial standing and create an accumulation strategy that will help to ensure a desired retirement lifestyle. Because your retirement years can span decades, the plan should address ways to maximize growth and tax-efficient distributions.

There are several ways to save for retirement:


  • Qualified employer-sponsored plans (pensions, 401(k), 403(b), and/or profit-sharing plans)

  • Individual retirement accounts

  • Personal savings

  • Nonqualified executive compensation plans


At the heart of your retirement plan is the distribution of accumulated assets that provides an income throughout your retirement years with minimum shrinkage from taxes. From premature distribution options that allow access to retirement assets prior to age 59 1/2, to products intended to provide stable monthly payments, distribution planning is paramount to a successful retirement plan.



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Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.


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