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Financial Services
College Planning
I want to accumulate college funds for my children. Do I open a Trust? Do I put the money in my child's name? Should I open an Education IRA? Need answers? Call DLS Benefit Services or click here to contact us to help you save for college.
Handling an Inheritance
Like many "baby boomers," you may inherit a substantial sum of money. What is your best approach to investing this money while at the same time controlling your tax bite to Uncle Sam? Need answers? Call or click here to get the most out of your inheritance.
Personal Planning
I have a business and would like to start a pension. Should I have a 401K Plan, a SEP-IRA, a Simple Plan, or a Profit Sharing Plan? Can I also have my own Roth IRA or standard IRA? Call or e-mail us for an appointment to help you plan for your future. Call or click here for a free, no obligation insurance review or quote.
Handling a Retirment Payout
After years of hard work, I'm finally retiring and have to make decisions concerning the lump sum of money I will receive shortly. Can I avoid taxes? What are my best options? Need answers? Call or click here to help plan your retirement financial future.
* - Duffy. Livingston. are Registered representative's offering securities through Triad Advisors. Member FINRA/SIPC.
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