No matter what your age is, having a plan for retirement needs to be an essential part of your future. The basics of a strong retirement plan involve deciding when you start saving, how much you want and need to save to live the lifestyle you want to in retirement, and when you want to retire.
Specifically, we work with a wide range of clients – from young adults directly out of college to retired clients who are required to take distributions on an annual basis. Client account options include IRAs, Roth IRAs, rollovers, solo retirement accounts for business owners, and SIMPLE IRAs for those working for small businesses. From an investment perspective, slow and steady typically wins the race. BRG Financial emphasizes efficient asset allocation through diversification while aligning client risk profiles with their investment time horizon.
At BRG Financial, we do not have account minimums and we encourage you to contact us if you want to get started. We will help you through every step of your retirement journey.
