We spend a considerable amount of time helping clients with their retirement planning. This involvement ranges from helping to select an appropriate retirement vehicle (a SEP a SIMPLE, a Roth IRA, etc.) through funding alternatives, performance evaluations and computations of "minimum required distributions." We prepare annual spreadsheets in order to anticipate future cash flows based on current assets and financial assumptions for a number of retired clients (and soon-to-be-retired clients). We help people monitor their existing plans and we critique the performance of their investments. Our firm helps companies select, fund, monitor, and account for, retirement plans. We are involved in all aspects of ERISA reporting and analysis. In short, we help individuals and businesses provide adequate financial support for their future and for the futures of their employees.
