We handle an array of financial matters, but our services are truly ideal for people that are in or near (less than 10 years away) retirement and seeking to protect, maximize and recover losses in their retirement funds. We also assist individuals who are no longer with their employer and looking to rollover/transfer or consolidate their old 401(k) accounts.

Our valued clients held a variety of assets in their portfolios, including 401(k)s, 403(b)s, TSAs, 457s, TSPs, Mutual Funds, IRAs, CDs, variable annuities and many other retirement accounts. The chart below is a description of various retirement plans. People frequently rely on more than one account to reach their retirement goals.

401(k) For profit or nonprofit organizations.
403(b) 501(c)(3) nonprofit organizations and public schools.
Governmental 457(b) Any state or local government entity.
Thrift Savings
Plans (TSPs)
Federal civil service employees and members of the uniformed services.
Simple IRA For profit, nonprofit or government organizations with fewer than 100 employees.
Profit Sharing Primarily for-profit organizations, though nonprofits and government employers may also establish this plan.
SEP For profit, nonprofit or government organizations.
Pensions/Defined Benefits For-profit, nonprofit or government organizations.
Tax-Sheltered Annuity (TSAs) Certain non-profit and public education institutions. For example, a 403(b) may be a TSA.
Traditional IRA Individuals under age 70 ½ with earned income.
Roth IRA Individuals of any age (subject to earned income and tax filing status limits).

We are confident that we can also assist you!