Retirement Planning Made Simple

When it comes to retirement planning, Gary Henderson, CRPC®, understands that there is no one-size-fits-all approach for how to invest. While there are some basic strategies everyone should follow, it's important to keep in mind retirement plans will vary. As a result, your plan will depend on your retirement expectations and goals.

How Gary Can Help

As a client of Velocity Community Investment Services, Gary will help you review your retirement plan to determine whether you are taking full advantage of your options. 

For example, Gary can:        

• Create a retirement plan based on your risk threshold
• Automate retirement savings to ensure consistent deposits
• Determine if business owners need to have an established savings plan. If so, do they need a SEP IRA, SIMPLE IRA, traditional IRA, and/or a Solo 401(k)
• Review the need for an exit plan for a business owner's company

To speak to Gary about your retirement planning, please schedule a consultation.