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Retirement Planning

Client Centered

John Monaco can help you sort through your ideas for retirement and create a plan unique to you and or your business. For instance, younger workers will probably need a larger nest egg for retirement. Those who started saving for retirement later in life will need to carefully balance risk with potential return. Expert advice is critical, no matter when your expected retirement date is. Social Security was never intended to be the only source of income for retirees. Anyone who plans to live long enough to retire should begin saving for retirement as early as possible. Having a plan in place will help ensure you can make the most of your golden years. John has years of experience with 401k rollovers and has clients throughout the United States.

For business needs, what type of plan fits best. 401(k) plans, 403(b) plans, employee stock ownership plans, profit-sharing plans, IRA, Simple IRA, Roth IRA and self-employed pension plans. Having an expert with an open platform is essential. Diversity is key in retirement planning. The wrong plan can hurt you and your employees’ retirement. An open platform means we can fit the best product with the best investment company for your needs.

* These services are offered by John Monaco through his affiliation with Avantax.

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