Personalized guidance and exceptional resources
Whether you are saving for retirement, a second home, or your child's education, Grage Financial Group is here to help.
Let us help you with your retirement and investment planning
Grage Financial Group will work closely with you to:
- Help you reach your financial goals.
- Analyze, recommend and deliver retirement and planning solutions to fit your needs.
Learn about our retirement solutions
We provide many investment products and services for every stage of life, whether you are:
- Saving for retirement.
- Nearing retirement.
- Enjoying retirement.
Maximize your investment potential when you change employers
With more people switching jobs every few years, becoming self-employed, or for those retiring it is important to understand your 401(k) rollover options.
- Roll Over Your 401(k)
You may live to 102... will your money last that long?
Let the experts at Grage Financial Group be the key to your long-term investment success. Whether you're investing for retirement, education, travel, or a rainy day, our investment services are convenient and effective in order to help you reach your financial goals.
We also handle small business and self-employed individual plans
Any employer, including a sole proprietorship, partnership, corporation, and nonprofit organization can establish a customized Simplified Employee Pension Plan (SEP).
SEP is an IRA-based plan that employers may make tax-deductible contributions on behalf of eligible employees in addition to:
- Low set-up and administration costs.
- SEP Plan contributions are discretionary. The employer decides every year if it wants to fund the SEP for that year.
- Employers are eligible to receive tax deductions for plan contributions.
- Contributions are 100% vested so employees may take them at any time.
