Retirement Planning for Individuals

Retirement planning is a critical component of your comprehensive financial plan. It’s never too early, or too late, to start planning for retirement. No matter where you are in life, 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.

Yeo & Yeo Wealth Management, through Avantax Planning PartnersSM, provides a variety of retirement solutions and tax-smart strategies to help you achieve your retirement needs, including:

  • 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 Professionals

Pete Bender

Pete Bender


CPAs & Advisors,
Wealth Management

Andrew Matuzak

Andrew Matuzak


CPAs & Advisors

Matthew Cash

Matthew Cash


Wealth Management

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax® entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax® affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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.