Retirement Planning:

Employers looking to enhance their retirement benefit plan with maximum service without adding an additional department have come to the right place. We provide a complimentary consultation for business owners interested in starting a new plan or switching to another provider.

We help retirees with planning their required minimum distributions (RMD) and questions they may have on protecting their lifestyle to life expectancy. The sooner you understand your RMD options, the better.

Do you know how long your money will last? Call us!

  • Traditional IRA, Roth IRAs
  • 403b
  • 401k Rollovers
  • Annuities
  • Insurance & Group Benefits
  • Alternative investments
  • Self-Directed IRA
  • Structured Cash Flows
  • Structured Settlements
  • Asset Allocation Review
  • Retirement Needs vs. Goals Analysis

Kai-Zen Retirement Strategy:
The Bank Funded Retirement Plan

Can you Achieve a 60% Better Outcome than your 401k or IRA?

You may be eligible for a unique Retirement strategy, which may be able to accumulate 60% more money than your current retirement plan. The key risks to most retirement plans are market volatility, time, and taxes. We may have a solution that could address all these risks you may be facing.

Watch the video to learn:

  • How you can get a 3 to 1 match to obtain MORE BENEFITS
  • Have TAX-FREE income in retirement
  • Increase the $$$ you’ll save in the same amount of time