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Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement.

Without proper planning, your estate may not be distributed as you’ve envisioned.

An effective estate plan uses specific strategies to complement your individual goals.

Establishing your retirement plan with Simon Financial Group, a representative of Lincoln Financial Advisors, means total investment flexibility. You have the ability to select and then reposition your portfolio holdings to satisfy ever-changing personal and economic conditions. Our selection of self-directed retirement accounts includes:

  • Traditional IRA - An account established and funded by individual contributions or an individual retirement plan transferred from another financial institution.
  • Rollover IRA - A retirement account funded by distributions received from an employer's qualified pension or profit-sharing plan upon termination of employment.
  • SEP-IRA - A retirement account established and funded by employer contributions.

Simon Says® start now!

The longer you wait to create a retirement plan, the more likely it will impact your future financial situation. Contact us to set up a convenient, no-obligation virtual appointment.