Retirement
Services
Plan for a secure future with our expert retirement solutions. We help you build a strategy that ensures peace of mind and financial stability for your golden years.
Overview
Our firm offers a complete array of financial & retirement planning services and will work closely with you to help you achieve your financial goals. We are registered investment advisors and are here to help! To find out more please visit our website below.
Includes:
Investment Review
Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments, including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.
Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle, or an even better one, than you do now, you need to start planning for retirement…NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations. Visit here to learn more about our retirement planning services.
IRA Rollovers
Please let us help if you want to roll over your existing IRA. We can help you determine the best fit for your investment needs and help you with all the paperwork.
As Seen In
George Magas has been prominently featured in Kiplinger’s Retirement Magazine in both the 2023 and 2024 issues. Additionally, he’s appeared on Retire Happy Hour, which airs on ABC, NBC, and FOX.
