CONNECT

Address:

222 Central Park Avenue, Suite 1100
Virginia Beach, VA 23462

Phone:

757-725-5767

Fax/Other:

866-330-5699

Executive Benefits

Is your current retirement plan plagued by market risk, thus underperforming, causing you to fall short of your target?  Are you thinking about the taxable event waiting for you in retirement or will your current plan cause lump sum taxation issues? Our team can show you the value of proper planning and how your plan stacks up.  Here are a few reasons why our customized, retirement strategies have been adopted by credit unions nationwide.

 

Advantages to Credit Union

  • Provides flexibility
  • Helps to attract and retain executive & senior talent
  • Self-Completing

 

Advantages to Executive

  • Generates tax efficient retirement income
  • Executive owned
  • Provides a death benefit for estate planning
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck