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 and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY (NPCOA), Member FINRA/SIPC, and a Registered Investment Adviser. Additional advisory services offered through Lexco Wealth Management, a Registered Investment Adviser. Registered Representatives of NPC/NPCOA may transact securities business in a particular state only if first registered, excluded, or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent, or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. TEG Retirement and Advisory Services, Lexco Wealth Management, Inc. and NPC/NPCOA are separate and unrelated companies.
Not FDIC/NCUA Insured – No Bank Guarantee – May Lose Value
Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.