For the Individual:

Retirement Planning and Wealth Management:

As baby boomers approach retirement age, a startling revelation is hitting many of them – they don’t have enough money to retire and maintain their current lifestyle. It is Robert Palmer and Associates’ goal to help you reach your financial goals and maintain financial independence. No matter what your age, we will assist you in putting together a retirement plan for a calming peace of mind.

There are many tax-favored retirement programs available for the self-employed, including:

Individual Retirement Accounts (IRAs)

401K

Simplified Employee Pension Plans (SEPs)

Savings Incentive Match Plans for Employees (SIMPLEs)

Profit-Sharing Plans, with or without cash or deferred arrangements

Defined Benefit Plans

We will help you create the appropriate retirement plan with your financial advisor for your personal circumstances.

Important decisions regarding

your retirement in the future

We believe in sound financial management and planning to ensure you are carefully considering all of your options.  We are objective in our retirement planning sessions to provide you with peace of mind and security in making these important decisions regarding your retirement in the future.

Divorce and Litigation

Support:

Robert Palmer and Associates assists in asset segregation and litigation support as necessary.

Allow Robert Palmer and Associates to assist you with both your personal and business needs. Call us at 803.547.7066 or email us at webmaster@robertpalmerandassociates.com to schedule an appointment today.