Retirement Planning for Individuals

Planning for What’s Ahead

Retirement Planning for Individuals

It’s never too early, or too late, to start planning for retirement. Yeo & Yeo Wealth Management works closely with Avantax Planning Partners SM, a national wealth management company, to provide personal retirement solutions. No matter where you are in the process, our perspective, tools and guidance can help you feel more confident about what’s ahead. We help you understand your options and the benefits available under each type of plan to find the one that is the right fit for your short-term and long-term goals.

A critical component of any comprehensive wealth management strategy is retirement planning. Yeo & Yeo Wealth Management provides a variety of retirement solutions and strategies to help individuals meet their unique retirement goals.

  • Profit-sharing plans
  • 401(k) plans
  • Customized defined benefit plans
  • 403(b) plans
  • Simple IRA plans
  • Individual 401(k) plans
  • Traditional and Roth IRAs
  • Rollover IRAs
  • Deferred compensation plans

We connect tax advice to your wealth management goals. Talk with a Financial Advisor today.

Ready to Get Started?

Contact Us Today To Speak With One Of Our Experts

Peter Bender

Peter Bender

CPAs & Business Consultants, Wealth Management

Investment advisory services are offered through HK Financial Services, Inc. (HKFS). Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of HKFS. HKFS and Avantax are independent of and unrelated to Yeo & Yeo Wealth Management. Neither HKFS nor Avantax provide tax, accounting or legal services.

This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

Check the background of Pete Bender on FINRA’s BrokerCheck.