Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help move toward a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals.

A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation. There are several ways to save for retirement:

  • 403(b) & Roth 403(b) Plans
  • 457 Plans
  • 401(k) & Roth 401(k) Plans
  • Defined Benefit Plans
  • SIMPLE & SEP IRA Plans
  • Roth & Traditional IRAs
  • Lump Sum Rollover Consultations & Exchanges
  • Optional Retirement Programs

The advisors at K.W. Gutshall & Associates have the expertise to assist you in choosing a retirement plan that will suit your retirement goals. We provide consistent and personalized service to our clients. You will know your representative and your representative will know you.

Investments

Investments

See How Easily You Can Plan to Invest

Insurance

Insurance

Are you prepared for the worst?

Personalized Financial Planning

Personalized Financial Planning

A roadmap towards your financial goals

Retirement Planning

Retirement Planning

creating an accumulation strategy that will help to ensure a desired retirement lifestyle

Education Planning

Education Planning

Plan for Your Child's Future

Wealth Management

Wealth Management

The process that provides direction and meaning to your financial decisions

Asset Management

Asset Management

We provide responsive, professional service to clients and assist them in working toward their asset management goals