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Retirement Planning

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In today’s uncertain business world where corporations, state, local and even the federal government are looking for ways to cut spending, manage debt and become more efficient, it has become more important than ever for clients to take a more active role in planning for their retirement. At EFinancial Advisors, we realize that this can be a daunting task and in fact, many people are actually failing at it. Fortunately, with over 28 years of helping clients navigate these waters, we stand ready with an array of planning and investment services to include:

  • Discussing distribution options from 401ks, 403Bs, pension and Cash Balance plans
  • Annuities
  • Roth IRAs
  • Traditional IRAs

If you’re a small business, non profit organization or church looking to establish a retirement plan, we can help provide retirement plan design assistance to fit the need and size of your organization. Such plans include:

  • SIMPLE  & SEP IRAs
  • 403B Plans
  • 401K Plans