Cynthia Allen offers a wide range of individual retirement plans, including Traditional and Roth Individual Retirements Accounts (IRAs). For the small business owner, SEP and SIMPLE IRAs offer simple, cost effective ways to save for retirement.

Working together with our retirement experts, (including third party consultants if necessary), she can review your existing retirement plan or can design and implement a new plan to meet your specific needs. Cynthia can help select appropriate investments for your plan and can help turn your vision of a comfortable retirement into reality.

Helpful Links

IRS Home Page

Social Security Homepage