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 works closely with HK Financial Services, a national wealth management company, to provide personal retirement solutions plan services. 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, and 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 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.

*Disclosure

Ready to Get Started?

Contact Us Today To Speak With One Of Our Experts

Peter Bender

Peter Bender

CPAs & Business Consultants, Wealth Management