It’s never too early to start planning for retirement! The sooner you start saving, the better prepared you’ll be to enjoy your future.

We can explain the advantages of the different types of retirement plans and pension programs available to you, plus help you choose the accounts that fit your needs.

  • Traditional, Roth, and Spousal Individual Retirement Accounts (IRAs)
  • Simplified Employee Pension (SEP) Plans
  • Savings Incentive Match Plan For Employees (SIMPLE)
  • Tax Sheltered Annuities (TSA) and 403(b) Plans
  • Non-qualified Deferred Compensation Plans
  • Non-qualified Accumulation
  • Post-Retirement Planning (Income, Legacy, and Distribution)

To schedule your no-obligation consultation, call us at (845) 452-7323 x1207. We’ll be happy to help you!

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through LPL Financial, member FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.

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