Retirement Planning

"More Americans (46%) believed in UFOs than believe (28%) that Social Security will exist when they retire." - (Quote attributed to Pollster Frank Luntz in an article written by David Kadlec in USA Today, May 25, 1988)

Retirement planning is a key part of financial planning. As we have all heard, time and again, Social Security provides only 25% of the average American's retirement.

The first step in a retirement plan is calculating how much retirement income you will need. Recent studies show that retirees usually need about 80% of their pre-retirement income to live comfortable. Use our retirement calculator to come up with an estimate.

Next you'll want to take a look at your current investments to determine if you will have the retirement dollars you desire. Our annuity calculator may give you some ideas. Like any good road map, once you know where you are and where you want to go you can get there.

Our team of Investment Management Representatives can provide you with detailed projections and help you decide how to best meet your retirement goals. Contact us today and take the next step to achieving your goals.

Information about the Traditional IRA

Information about the Roth IRA