Retirement Planning

Planning for retirement may be one of the most important things an individual does over their lifetime. At Spielberger & Brooks we believe that having financial independence throughout retirement is invaluable. Whatever your retirement objectives, Spielberger & Brooks can help you design a program that will make the most of your retirement assets. We work closely with both individual and corporate clients to create programs that provide a unique solution to their needs. We offer self-directed Traditional, Rollover, Roth, and SEP IRAs. In addition we work with clients in evaluating their current 401(k) investments. Our retirement professionals take the time to evaluate your financial situation, understand your goals and create customized solutions to help you reach them.