Pension & Retirement Planning

We assist our clients in evaluating and determining their retirement goals. There are many tax advantaged retirement vehicles and we help each client determine which ones are best for them. We assist clients in evaluating Traditional vs. ROTH IRAs, 401K plans, Simple plans, SEP plans, defined contribution plans, defined benefit plans and cash balance plans. Based on each client’s current and projected tax bracket we analyze whether pre-tax or post-tax contributions are most advantageous. We also assist our clients with retirement distribution planning, based on their cash flow needs and tax objectives.

Our retirement services include:

  • Retirement planning
  • Education planning
  • Wealth transfers
  • Inheritance planning
  • Beneficiary accounting and tax

COMPLIMENTARY CONSULTATION

Arrange a call or meeting with an accountant.

Request

Four Locations in Chicagoland

Facebook

Google +

LinkedIn
Lincolnshire
175 Olde Half Day Road, Ste 290
Lincolnshire, IL 60069
Chicago
939 W. North Avenue, Ste 750
Chicago, IL 60642
Schaumburg
10 Martingale Road, Ste 400
Schaumburg, IL 60173
St. Charles
100 Illinois Street, Ste 200
St. Charles, IL 60174
Phone: 847-459-8850
Fax: 847-537-8954
E-Mail Us

Securities and insurance products offered through Cetera Financial Specialists LLC (DBA Cetera Financial Specialists and Insurance Services in CA), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor listed on this site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Home offices at 200 N. Martingale Rd, Schaumburg, IL 60173; phone 888.528.2987.

Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing