At Brick Retirement Group, we provide knowledgeable assistance in the following areas:
Retirement Income
- Review if Income versus Expenses
- Detailed Budget Analysis
- Review of Financial Accounts
- IRA
- 403B
- Roth IRA
- 457 Deferred Comp
- 401K
Estate Considerations
- Life Insurance
- College Savings
- Trust and Will through J. Marc Jones P.A.
LTC Needs
- Analysis of LTC risk
- Insurance Recommendations
