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  Home arrow Retirement arrow Planning   Sunday, 05 September 2010
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»Planning Retirement 
We work with people who are: How we can help you: 
  • Just starting to think about retirement
  • Set up an IRA , 401(k), Insurances, Annuities
  • Already saving their nest egg in a retirement account
  • Estate planning, diversification, portfolio optimization
  • Getting nearer & closer to retiring
  • Protect your investments, Wish to Retire Early?
  • Retired already
  • Make it last, minimize taxes, leverage
We provide expert advice and execution of strategies to achieve your Retirement Plan’s goals & objectives.

We can help you by optimizing the following:

  • Your Pension from your employer
  • Estimated Social Security payments
  • Returns from your savings, investments, and Annuities
  • Your income from any part-time work
         RETIREMENT PLANNING:

  • Analyze current retirement plans and means.
  • Discuss goals, lifestyle, time line.
  • Review and analyze resources.
  • Review, recommend distribution techniques for qualified plans.
  • Coordinate with estate, investment, insurance, business planning. Implementation assistance
            
 
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Securities and Investment Advisory Services offered through Summit Equities, Inc.,
Member FINRA/SIPC, and Financial Planning Services offered through Summit financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054.
Tel: 973-285-3600 Fax:973-285-3666.
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