Retirement Planning
The Foley/Connelly professional planning representatives works closely with clients to help analyze their current retirement planning goals. We use the latest in software modeling to accurately analyze and compare these goals relative to their existing portfolio. Our expertise in tax laws and understanding of the retirement markets enables us to help clients pursue their goals.
The following retirement planning objectives and tax-favored vehicles should be entertained:
- Mutual Funds
- Tax Sheltered Annuity
- IRA, SEP, Keoghs
- 401(k), Pension, Profit-Sharing Plans
- Executive Bonus Plans
- Split Dollar Plans
- Deferred Compensation
Consideration of one’s conservative as well as aggressive goals is of utmost concern in our endeavors to provide you with a tailored approach toward retirement and business planning.