Retirement Planning

You’re looking forward to your second act in life – that time when you can put your dreams, hobbies, and passions into motion. Having a sound retirement plan in place now is critical in achieving your goals and objectives for the future, whether it’s traveling around the world with your spouse, moving to the Sunshine State, teeing up on golf courses across the country, or being able to spend quality time with your grandchildren without financial worries.

At Sinclair Risk & Financial Management, our financial planners offer a number of retirement planning strategies both to individuals and companies alike. We’ll evaluate your assets and income, speak to you about your risk appetite, and assess what type of vehicle makes most sense for your present situation and your vision for the future. We will then present you with alternatives and discuss the benefits, risks, and tax implications, among other key issues.

We can provide a number of plans including:

  • 401(k)
  • 403(b)
  • Qualified retirement plan
  • Non qualified plans
  • Defined benefit plans
  • Defined contribution plan
  • IRAs
  • Roth IRA
  • Keogh plan
  • And more

Smart planning starts here.
Which plan is right for you? Depending on your situation, we will review the many paths available and what avenue is best for your goals. Give us a call at 203.265.0996, email us, or return the form on this page.