Retirement Plan Services

AGH believes that our clients deserve to make their retirement dreams a reality. Our clients, including families and large corporations, rely on us for honest, accurate assessments and information to help them achieve their individual or company retirement plan goals. Our services include:

• Designing plans to save as much as possible for retirement
• Forecasting whether funds will be adequate for individual retirement goals
• Retirement plan structures, including SEPs, Roth IRAS  and 401(k)s
• Retirement plan audits for companies with more than 100 employees
• Identifying opportunities to maximize after-tax yield
• Managing client relationships with money mangers, insurance brokers, attorneys and other key partners

For more information about AGH’s retirement planning services, contact Robert Habif, principal, at retirementplanningservices@aghllc.com.