People of all ages often talk about the importance of saving for retirement, but it can be hard to know where to start. Whether you’re young and just starting out in your career, or a little older and just starting to save for retirement, it’s not always clear what the right path forward for you is. There are so many options out there to save for the future, so how do you know which one is right for you?
At The Lewis Financial Group, we offer individual retirement strategies to our customers in West Virginia, Maryland, Ohio, Pennsylvania, Virginia and Kentucky. We work with you individually, helping you identify your goals and your needs and put together a program that works for your finances and your future.
Depending on your particular situation, your options may include a combination of traditional IRAs, Roth IRAs, 401(k) rollover IRAs, profit sharing plans, money purchase plans, tax-deferred retirement annuities and 403(b) plans. Not sure what these account options are? No problem – we’ll help you understand and evaluate your options.
When you work with us, we’ll take into account your unique situation, including estate preservation, family business succession, current income and transfer of wealth, to create a strategy that maximizes your potential long-term retirement savings. The last thing you want is to worry about being able to afford the kind of life you want to have in retirement.
Take the stress out of saving for retirement and get professional guidance from The Lewis Financial Group. Our dedicated and experienced agents are ready to help you plan for your future so that once you’re ready to retire, you can relax and enjoy it. We’ll help you make sure that you’re on the right track to having everything you need in place for your retirement years. Get started today by calling us toll-free at 866-709-5206 to set up an appointment with a certified financial planner.
We also offer a full range of personal insurance products, including life and disability coverage that can be a part of your overall portfolio. Take a look online or discuss options with your planner during your appointment.