In order to make the most of your "golden years", you will need to diligently prepare and strategize for this stage in your life. Retirement should be a welcomed time, a time when you can do all the things that you never had time to do. In order to make the most of these very important years, you need to consider your primary sources of retirement income: Company Pensions, Social Security and Personal Savings. Does your
 
 
 
company even offer a retirement/pension plan? In most cases, company pension plans are becoming a thing of the past. Will your Social Security payment be enough? With the vast number of baby boomers heading toward retirement, there will be an extraordinary pressure on the social security system. Therefore, the most important and critical link is YOU. You will have to fund the majority of your own retirement. But HOW?

Resurgens Risk Management will help you closely examine your level of risk tolerance, proper asset allocation mix, possible contribution amounts, and time horizon. We will then help you establish quantifiable or measurable goals as well as realistic long-term goals.

457 Deferred Compensation Plans
Defined Benefit Pension Plans
412(i) Defined Benefit Plans
Individual Retirement Accounts (IRAs)
Simplified Employee Pensions (SEP-IRA)
Simple IRA
401(k)
Individual 401(k)
403(b) Tax Shelter Annuity


Our Retirement Planning Service Representatives assist individuals in the important task of establishing such programs as Defined Benefit Pension Plans, Individual Retirement Accounts, Simplified Employee Pensions (SEP-IRA), Simple IRA, 403(b), 457, 401(a), and 401(k) plans, as well as Roth IRA accounts.

Using our services in these areas allows you great flexibility in funding your programs. Choices include mutual fund platforms, annuities and self-directed plans that enable us to tailor a plan with choices from the universe of stocks, bonds and other investments available in the marketplace. We also offer special services for retiring employees and others who are recipients of lump-sum distributions from pension plans.