Materetsky Financial Group offers comprehensive planning advice that seeks to answer all of your questions and provide you with a clear, step-by-step approach. We will analyze your current situation and through the five tenents of Financial Planning, help you reach your goals.
5 Key Areas Of
Help you establish traditional IRA, Roth IRA, Educational IRA, Simple IRA and all other retirement plans that you might be eligible for.
Analysis of your income needs now and in the future
Analysis of potential estate tax liabilities.
Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
Recommendations regarding the best distribution strategy for your employer retirement plans & IRAs
Analysis of the beneficiaries of your IRAs
Review the possibilities of converting to a Roth IRA
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Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Materetsky does not serve as an attorney, accountant, or insurance agent. Materetsky does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Materetsky’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Materetsky’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.