Retirement Planning

Retirement Planning

Have you thought about life after work? We all have dreams, but some people don’t plan beyond the here and now. Others don’t leave the future to chance; their dreams are fueled with intention and purpose. And when they’ve reached their goals, it’s a thrill, but it’s no surprise.

How do you move toward the retirement of your dreams? Start with a plan. Ask your employer what kind of retirement benefit they offer and then enroll as soon as you become eligible. The sooner you start putting aside money for your future, the more time may work for you.

Retirement plans offer many perks not found in other types of savings or investment accounts. One of these is the ability to defer taxes on the money you save.

Here are some of the Qualified Plans we offer our clients:

  • 401(k)
  • Keyperson
  • Buy-Sell
  • Deferred Compensation
  • Salary Continuation
  • Split Dollar

Contact Andy Borgia at 858-523-7511 to further discuss your financial service needs.

Claims Help
Insurance Review
Online Quote

Latest News

Arthur J. Gallagher & Co. Acquires GS Levine Insurance Services, Inc
December 9, 2013

ITASCA, Ill., Oct. 24, 2013 /PRNewswire/ -- Arthur J. Gallagher & Co. (NYSE: AJG) today annou... Continue Reading

Read More News

A Day In The Life

View All Videos

Like Us On Facebook

Our Partners

Partners Logos