Retirement Plans

  • When is work optional and retirement affordable?
  • How much do I need to retire and stay retired?
  • How much do I need to save now, if I would like to retire at age 62?
  • How do I manage my plan for changes in the market?
  • What assumptions or variables should I take into consideration when planning for retirment?
  • Should I have a Traditional IRA or a Roth IRA?

Let Brennan Investments Services assist you in answering these questions and the many others that come with planning for your retirement?

Retirement vehicles we work with include:

      • Traditional IRA's
      • Roth IRA's
      • SEP IRA's
      • Simple IRA's
      • Defined Contribution Plans
      • Money-Purchase Pension Plan
      • Profit Sharing Plans
      • 401(k) Plans
      • 403(b) Plans

If you are a new business or an established business Brennan Investment Services can help you evaluate and determine the best plan to fit your companies needs.

 

Serving greater Livingston County including: Howell, Brighton, Pinckney, Hartland, Fenton, Hamburg, Fenton, Holly, Fowlerville, New Hudson, Linden