Your needs are the most critical factor in our strategy.

Retirement Benefits

Planning for your retirement has become increasingly complex. Multiple investment options to consider, fluctuating interest and inflation rates, and changing tax legislation all make it difficult to determine your retirement needs. If you have accumulated significant assets, you may face additional complications as well.

At Assured Equity, we help individual and corporate clients understand their retirement needs and lay out long-term investment strategies based on personal goals, risk tolerance, timeframe for accumulation, and current financial situation.

We work with the major providers of employee benefits programs to illustrate a complete breakdown of costs, as well as a comprehensive description of the latest plan options, which include:

  • 401(k) plans
  • Profit sharing
  • Defined benefit plans
  • Defined contribution plans
  • Employee Stock Ownership Plans (ESOPs)

Click here for a retirement plan article that reviews various options