FINANCIAL SERVICES

Financial ServicesRETIREMENT PLANNING
– Traditional IRAs, Roth, IRAs, SEPs
– Pension Plans and Profit Sharing Plans
– Rollovers
– Tax-deferred, immediate and group annuities
When it comes to your retirement, our goal is to provide you with clarity and confidence about your financial future. We will bring you up to date about what you need to do in order to be on pace to your retirement. Read More…

COLLEGE PLANNING
– 529 Plans
– Educational IRAs
– Using insurance to pay for college
While college education cost is outpacing inflation, without proper planning it will be challenging for our children to pursue education that they deserve. Read More…

LEGACY PLANNING
– Beneficiary reviews
– Tools for Wealth Protection
– Developing and implementing a comprehensive plan of transfers
– Assistance with Trusts
– Assistance with Estate distributions
In order to address your legacy planning needs, we start with evaluation of your financial statements, establish your transfer objectives, including family and charities. Read More…

DEBT MANAGEMENT – Debt can be an important tool for individuals and businesses in obtaining large purchases or managing cash outflows. On the other hand, debt can be a drain on your resources. Read More…

Securities and advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. People Wealth Matters is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s privacy and other important information, visit the “Customers” section of www.nextfinancial.com
Investment products and services available only to residents of New Jersey, New York, Pennsylvania and North Carolina.
Neither NEXT Financial Group, Inc. or its Representatives give tax or legal advice. Please seek a professional for your specific situation.