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4885 N. Wickham Road
Suite 109
Melbourne, FL 32940
321-254-8680 Office
321-610-1868 Fax

Building a Strong Financial Future

The presentation begins with a discussion of retirement savings needs, including estimating Social Security benefits and the impact of inflation. Asset allocation strategies appropriate for workers aged 45 and over are then presented. 

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Put Your Company-Sponsored Retirement Plan to Work for You

401(k) plans are one of the most commonly used retirement savings vehicles. This seminar discusses ways to maximize a 401(k), highlighting the benefits of tax-deffered growth and explaining loan, rollover, and distribution options.

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Social Security: Seven Keys to Enhancing Benefits – Allianz Life

Most individuals who contribute to Social Security while they are working depend on Social Security to be a foundation for their retirement income.

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