We serve individuals and businesses in all areas of financial management, including:
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Get personal guidance to help prepare or repair your retirement investments for living a long and independent retirement.
Review leading investment strategies designed to grow and protect your money and to provide retirement income distributions.
Kent retirement Planning is committed to providing our clients with investment programs customized for their individual needs.
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Helping to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.
Recommending investment and accumulation strategies to help you pay for your children’s education.
Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.
A Full range of Financial Services
Kent Retirement Services features a wide array financial services for individuals and businesses. The following is a partial list of the types of financial and asset management services that we provide: Financial Advisor, Financial Consultant, Investment Advisor, Investment Consultant, Investment Management, Asset Management, Wealth Management, Financial Services, Financial Planning, Estate Planning, Retirement Income, Retirement Planning, Retirement Management, 401k Retirement Plans, 403b Plans, 457 Investments, IRA Rollovers, Medicare Issues, Social Security, Elder Law, Insurance, Long Term Care, CT Partnership.