Tax Planning & Preparation
Employment Sponsored Plans
An important part of retirement planning is the wealth-building process prior to taking distributions. We help guide you toward investments that match your individual risk tolerance and plan for the stage of life you’re in now and are moving toward.
Our team identifies a mix of financial assets personalized to your return expectations and risk tolerance. We apply a disciplined method firmly based on our foundation: a conservative, long-term approach to investing. That includes management of:
- 401(k), 403(b) and 457 Plans
- Defined Benefit Plans
- Pension Plans
Ready For Retirement?
Request Your Savvy Investor Retirement Summary Today!
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It only takes 15 min to connect with Prostatis and determine how to proceed with your retirement.
Don't forget to request the Savvy Investor Retirement Summary!
Request the Savvy Investor Retirement Summary and see what it would look like if you were able to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass. In five steps, you can get prepared for the rest of your life!
- 1) The Intake (Gather Your Info)
- 2) The Summary (Show Your Future)
- 3) The Review (Take Home And Review)
- 4) The Decision (Determine How To Proceed)
- 5) The Savvy Life (Enjoy Your Retirement)