Retirement Planning

Do you have questions about retirement?

 

employees

Employees

401(k) plans are often touted as the best retirement plans, but with the possibility of losing a significant amount of their value, they’re not always the right choice. Helena B. Perry specializes in helping employers provide a significant retirement benefit to their employees at a cost they can afford – whether there’s an employer subsidy or not. Most employers qualify for this plan. Call Helena for more information.
You can expect 2 things when you work with Helena B. Perry at Perry Financial Services Co: recommendations at no cost to you, and recommendations that are geared toward your particular short-term and long-term goals, needs, and objectives. By getting a good understanding of where you’re at now and where you’re headed, you can come up with a plan to get you to the destination, you’re looking for.
families

Families

owners

Owners

If you’re a business owner, it’s likely you’ve invested a lot of your savings, home equity, blood, sweat and tears into your business. Your business likely needs an inflow of funds for upgrades, marketing, and other issues that prevent you from saving for retirement. However, there are solutions. Contact Helena today for your no-cost consultation and find out how you can balance the needs of your business with your retirement needs.