Retirement Planning

Today, the financial world is complex and full of
choices and uncertainties. Especially when you are
preparing to retire, you need a trusted advisor
with experience.

The specialty of our practice is preparing our clients
for the many decisions that face them at retirement.
If you are considering a relationship with our firm,
these are some of the services you can expect:

  • Designing appropriate investment strategies for all your assets.
  • Creating retirement income that lasts your lifetime.
  • Coordinating tax-free transfers from your employer plans (401k’s) to your personal IRA.
  • Assisting clients with income tax planning.
  • Selecting the right pension options.
  • Sorting through the myriad of Medicare choices.
  • Transferring your estate efficiently to your heirs.
  • Protecting your assets from potential long term care expenses.
  • Working closely with your surviving spouse or beneficiaries to help them make the right decisions in times of transition.
  • Joining your team of professional advisors, including legal and accounting, to provide you the most comprehensive advice. 

Building a solid financial future that you can share with the ones that mean the most...
Learn more about...
Securities and advisory services offered through Registered Representatives of Cadaret, Grant &Co., Inc., Member FINRA/SIPC
Supervising Branch: 1173 Chestnut Ridge Rd., Kirkville, NY 13082 (315) 687-3557
Cadaret, Grant and Chandler & Edem Financial Consultants are separate entities.