PERSONAL RETIREMENT PLANNING SERVICES YOU CAN COUNT ON:

  • RETIREMENT NEEDS ANALYSIS  

  • REGULAR RETIREMENT ASSET REVIEWS 

  • RE-ALLOCATION OF INVESTMENTS AS YOU APPROACH RETIREMENT  

  • ESTATE PLANNING AND IMPLEMENTATION

You have worked hard to grow your wealth. This is one of the many reasons it is important for us to help you retire with a plan to ensure that you maintain the standard of living you’ve grown accustomed to. We will work together to design a plan that keeps you financially secure in your retirement years.

Berson+Corrado works to ensure the effective transition of your assets to your loved ones, with minimal loss due to tax and estate issues. Working with us on estate planning allows you to develop a strategy for the tax protected transfer of your personal assets to your family, favorite charities, etc. By planning ahead, you can help avoid family issues and undue tax burdens and transition your assets in the most efficient manner. 


TIP: SET UP LONG- AND SHORT-TERM SAVINGS. COUNT ON YOUR SHORT-TERM SAVINGS FOR EMERGENCIES AND UNEXPECTED EXPENSES. BUT NEVER TOUCH YOUR LONG-TERM SAVINGS UNTIL YOU’RE READY TO RETIRE.