RETIREMENT PLANNING

Our Team Members Offer Options

Several of our team members specialize in retirement planning, and we’re proud that many of them have distinctions that set them apart:

• Co-President David Dimenstein has more than 25 years of experience in the industry and specializes in sophisticated retirement plans
• Jed Brandes is a Chartered Financial Consultant with over 20 years of experience and handles many of our clients’ individual retirement plans
• Ken Henault is an attorney who has been with us for more than 35 years and continues to make sure all our plans meet the laws and requirements of the IRS and U.S. Department of Labor
• Kerry Blanchard holds an MBA in Finance and oversees the day-to-day administration of the pension and profit sharing plans we help administer
• Alicia Raskett is a pension administrator and helps manage 401(k) and other plans

A Full Array of Products to Meet Your Needs

As a financial and insurances services group of companies, we are able to offer you a complete array of products to help you achieve your financial goals. As with many things in life, there’s no one financial tool or account type that’s perfect for everybody. We’ll listen to your needs and hopes, and then help you select the financial product(s) that are best suited for you and your situation.

Depending on your situation and dreams, we might recommend investing in:

• A 401(k) retirement savings plan that your employer provides
• A traditional, Roth, SEP, Simple, or other IRA that provides tax benefits
• Whole life insurance that combines insurance protections with investment opportunities
• A money market fund that provides a little return and great flexibility
• A profit sharing plan offered by your employer
• A professionally managed investment portfolio of stocks, mutual funds, bonds, or other assets

A Customized Solution Based on Your Goals

Most importantly, our retirement planning professionals will sit down with you to develop a strategy that’s based on your particular goals. Developing a customized strategy takes time, but we’re willing to invest in that time because we know first-hand how well a good strategy can pay off.

The plan we help you come up with will be based on your current financial situation, realistic earning potential before retirement, level of risk tolerance, goals for retirement, and many other factors. In short, we won’t just plug you into a pre-calculated program, but will help you develop a retirement plan that is designed and will work for you.

Additionally, we won’t just leave you with a strategy. We’ll stand by you every day, month, and year leading up to, and even through, retirement to make sure you achieve your goals. Should you ever have a question or need to make a change, we’ll be here for you.

Let Us Help You Retire the Way You Want

No matter where you are in life, whether you’re just out of college or already in your senior years, let us at The Feingold Companies help you achieve the retirement you desire. We’ve done it for many others, and we’d be honored to do it for you.