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Our Services

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