Other Services
We specialize in investment advice and management, but we also assist our current clients with
other financial matters. We have partnered with other financial institutions with similar objectives in the
following areas:
› For 2010, the amount you can contribute to your 401k plan is $16,500 - If you are 50+, it increases to $22,000
›For the self employed, you can contribute up to $49,000 in an
SEP
or $11,500 in a SIMPLE Plan
For IRAs and Roths, you can contribute up to $5,000, if your'e 50+ it increases to $6,000