Retirement Plans

Did you know that the government now offers special tax incentives for small business owners who establish retirement plans?

Congress has recognized the great value small businesses provide to the economy, and has in turn created special plans such as SIMPLE IRAs, SEPs, ,and Profit Sharing plans which:

• provide a great tax shelter for both business and personal income
• allow employees to take advantage of tax-deferred investment earnings to accelerate the growth of retirement savings.
• provide the caliber of benefit necessary to attract, hire and keep quality employees

We would be happy to further explain the benefits of the following retirement plans:

• 401(k)
• 403(b)
• Traditional IRA
• Roth IRA
• Rollover IRA
• SEP
• Defined Contribution

Oppenheimer Funds

Making the right decisions on your retirement plans is not always an easy task. And, depending on what stage of life you're in, some retirement accounts may work better for you. We would be happy to talk to you about your individual situation and help you choose the accounts that are right for you.

Find out more information about retirement products that might be ideal for your situation

AIM Investments

As one of the nation's largest and most respected mutual fund firms, AIM has earned the trust of millions of shareholders and their financial advisors.

AIM's retail mutual funds are run by more than 60 seasoned portfolio managers with an average of more than 13 years of industry experience. Their team approach to money management helps ensure a consistent and continuous investment style that has stood the test of time. Contact us for more information.

Franklin Templeton Investments

Franklin Templeton Investments offers more than 200 investment products under the Franklin, Templeton, Mutual Series, Bissett and Fiduciary Trust names globally, providing investors with the flexibility to choose from a great variety of goals—from value to growth and sector–specific to international—to meet their individual investment objectives.

Hartford Investments

The Hartford retirement programs include:

• Deferred Compensation 457
• Defined Contribution 401(k)
• Tax Deferred Annuities 403(b)

The Hartford has been committed to the retirement marketplace and its customers for over 35 years. They have earned a reputation as a company that is solid, experienced and progressive.