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Sodus, NY 315-483-6431Location details »
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Newark, NY 315-331-7925Location details »
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Retirement Programs

Today’s workers may be facing one of the most challenging periods in history — the alarming number of businesses that are eliminating company sponsored retirement programs, and the impact this will have on the way we work, save, and plan for retirement.

Common Retirement Questions:

  • Will your current retirement program allow you to retire when you’re ready?
  • Is your current retirement program allowing you to lead the kind of retirement you planned?
  • Have you begun a serious retirement program with a clear plan?
  • Is your current retirement program earning a fair return?

If you have questions like these, we have answers. Our “A” rated insurance companies are among the strongest financial institutions in our country. We provide a wide variety of annuities, life settlements, and viaticals to service your IRA, Keogh, and SEP retirements. We are fully qualified to rollover your 401Ks, pensions, thrifts, and IRAs.

Complete this brief questionnaire and submit online so we may arrange to provide you answers concerning your retirement programs or contact Rick H directly.