Retirement planning for individuals, business owners, self-employed persons, executives and retirees.
Business retirement plan development and implementation – 401(k), Defined Benefit Plans, Pensions, Profit Sharing, SIMPLE & SEP.
◦Social Security Claiming Strategies
◦401k and IRA Rollovers & Consolidation
◦Tax Minimization Strategies
◦Wealth Preservation Planning
◦Business Succession Planning
◦Stock Option Strategies & Programs
◦529 College Saving Plans
◦Long Term Care Insurance
First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. An SEC Registered Investment Adviser.