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Retirement Plan Selection

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With the myriad of options available to individuals and business owners selecting the best option can be difficult. We can assist you in making the right choice by reviewing the appropriate plans and discussing the pros and cons of each, so that your decision is made with confidence.  We can help you choose between the following plans, which best suits you:

  • IRA
  • ROTH IRA
  • SEP
  • Simple
  • 401(k)
  • Defined Contribution Plan
  • Defined Benefit Plan
  • Other specialized plans