Planning

• Financial Planning
  Today, Ira offers comprehensive financial planning to a diverse and affluent clientele assisting them in defining their goals, establishing a plan of action and achieving the highest level of success.
• Retirement Planning
  A systematic financial approach in developing a vision for your life style and living requirements which includes financial needs, goals and objectives.
• Annuities
  An introduction to the positive value and impact of fixed and equity indexed annuities in your overall portfolio and as part of your comprehensive financial plan.