Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
At The Retirement Optimization Group, we provide assistance in the following areas:
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Individual Health Insurance
Group Health Insurance
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
Financial Aid Strategies
College Savings Options
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*Neither Cadaret Grant & Co, Inc. nor its registered representatives or employees, provide tax or legal services.
firstname.lastname@example.org | 585-465-5065