Retirement Planning

Retirement has a way of sneaking up on you. A little planning, however, can help you prepare for the next phase of your life so that you can make those lifestyle changes more comfortably. Southerland & Associates can provide you with a plan that matches your goals and needs so you can have the retirement you’ve always dreamed of.

Retirement Needs Analysis (401(k), 457(b), 401(a), and Simply K*)
Workplace Retirement Accounts
Individual Retirement Accounts (IRAs)
Estate Planning
Will/Trust Planning

Plan a brighter future for you, your family and your employees. Contact Southerland & Associates today and let’s discuss the options that are best suited for your needs.