Retirement Planning

retirement planning

People are living longer than ever these days so there's good reason to develop a retirement plan that builds wealth and sets you up for a secure future. At Sasserath & Co., we will show you how to design a retirement plan that's right for you. We'll learn about your financial needs and goals so we can recommend personalized strategies for retirement planning including health benefit plans, employee benefit plans, and more. We'll ensure you get the highest possible value out of your IRA and 401(k) plans and will help you plan for wealth accumulation and transfer to future generations.

We're ready to work with you create a solid plan for retirement that will preserve wealth and bring you and your family financial security. Contact us today to get started.

Retirment programs and services:

  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Employee benefit plans
  • Financial statement preparation for the plan
  • Individual participants' accounting
  • Tax return compliance and filings
  • Health benefit plans
  • Contribution testing as required

Request your initial consultation online or call us today at 631-368-3110 to schedule a convenient time to meet.