Our Services
At The Retirement Optimization Group, we provide assistance in the following areas:
Investments
- Bonds
- Check Writing
- Common Stock
- Debit Card
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
Social Security Planning
- Review of information as it relates to Social Security
- Review income sources
- Discuss tax considerations
- Discuss possible strategies for Social Security
- Discuss filling in gaps for said strategies
College Planning
- Financial Aid Strategies
- College Savings Options
- Clink on Link Above to Begin