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Retirement Plans


Your Blueprint for Financial ConfidenceOur Retirement Planning Process & Philosophy

Our team has extensive experience helping individuals and corporate clients identify & take action with the correct retirement plan for their needs. We will partner with your tax professional to ensure you are taking advantage of the various options available to potentially reduce taxable income today and for the future.

A Holistic View of Your Financial Life

We work with you to address all aspects of your financial picture, which may include:


Retirement Plans


  • Traditional & Roth IRAs
  • SEP IRAs and SIMPLE IRAs
  • Employer Sponsored Plans
  • Defined Contribution Plans (401k, 403b, 457, etc.)
  • Profit Sharing Plan
  • Defined Benefit Plans (Pension, Cash Balance, etc.)
  • Employee Stock Option Plan (ESOP)


Lifetime Goals and Complex Planning


Future Goals: Retirement planning, saving for education, survivor income and income generation, major purchases (home, vacation, etc.), and small business planning.


Complex Planning: Estate planning strategies, tax planning strategies, divorce, special-needs dependents, and risk management (Life, Long-term care, and disability insurance).

Stay ConnectedView numerous retirement accounts, and plans from various employers in one location. 

Access your complete financial picture anytime, anywhere. Our online portal, featuring e-Money Snapshots, allows you to track progress, view performance, and download a PDF of your complete plan on demand.

ContactWe want to
Hear from you


380 North Broadway Suite 206
Jericho, NY 11753

cgrosse@yourfwp.com

(516) 514-0060

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