INVESTING FOR RETIREMENT

Saving and investing for retirement can be overwhelming. Should you make pre-tax or after-tax contributions? What are the contribution limitations for each type of account? How can you make sure your retirement accounts are working to enhance your overall financial planning goals?

At Bulldog Financial, our goal is to take the uncertainty out of investing for retirement. We work with you to implement a custom retirement strategy that complements your overall financial plan. We conduct a thorough analysis of the various retirement plan types available to you and offer recommendations to help ensure you have an appropriate mix of pre-tax and after-tax contributions and are taking advantage of any available employer matching contributions. We also help you make investment decisions that are inline with your overall investment portfolio and long-term goals.