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INDIVIDUAL SERVICES


 
Each day we are all responsible for managing our personal finances. Household expenses, educational expenses, taxes, savings, retirement plans and more are often on our minds. Firmani Retirement Services & Consulting Group, LLC can help you achieve your goals and will assist you in the following areas:

  • Financial Profiles
  • Retirement Planning
  • Investment Planning
  • Income Planning*
  • Tax Planning*
  • Risk Management
  • Education Planning

Financial Profiles

Create personalized financial profile including accumulation strategies, goals, objectives, retirement income and distribution options. Analysis of assets, liabilities and net worth summary. Profiles are updated as goals and objectives change over time.

  

Retirement Planning

Assist in maximizing your employer sponsored retirement plans and IRAs. Establish how much you may need for a successful retirement as well as managing assets before and during retirement.

  

Investment Planning

Provide support to help you determine your risk tolerance and assist in your asset allocation strategy. Match investment vehicles to help you reach your goals.

  

Income Planning*

Develop distribution strategies to minimize taxes and maximize income.

  

Tax Planning*

Review your portfolio to maximize your tax strategies during and into retirement.

  

Risk Management

Evaluate your specific situation for potential insurance needs.

  

Education Planning

Investment and accumulation strategies to help you pay for your children's education.

* Firmani Retirement Services & Consulting Group, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisors.

Securities offered through: Advisory Group Equity Services, LTD. Member FINRA/SIPC.

444 Washington Street Woburn, MA 01801 (781) 933-6100

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