FINANCIAL SERVICES

RETIREMENT PLANNING

Traditional IRAs, Roth, IRAs, SEPs.
Pension Plans and Profit Sharing Plans.
Rollovers.
Tax-deferred, immediate and group annuities.
When it comes to retirement, our goal is to provide you clarity and confidence about your financial future. We will bring you up to date about what to do to be on pace to your retirement.
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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.
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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.
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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.
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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, Massachusetts, North Carolina and South Carolina. Neither NEXT Financial Group, Inc. or its Representatives give tax or legal advice. Please seek a professional for your specific situation.