RETIREMENT SERVICES

 

RETIREMENT Team:

 

VICTOR KARAs, ea

Investment Advisor*

 

 

 
 

Complimentary Portfolio Review*

Have an old brokerage or 401k account?  Bring your latest statements and I can evaluate whether your investments are appropriate for your financial goals. 

 

Financial Planning*

Whether you are planning for retirement, looking to grow your savings, or managing cash in your business, I can create a detailed plan to help you pursue your financial goals. 

 

Retirement Plans for Business*

Do you own a business?  Whether you have five employees or five thousand, I can find an appropriate retirement plan to maximize tax deductions and help you retain and attract employees. 

 

Strategic Tax & Accounting

Sooner or later, the tax man comes calling.  Why pay more than you have to?  Before making any big financial decisions, seek experienced advice to make the most tax-efficient choice possible.