Retirement Plan Services for Individuals

When thinking about your retirement, you may be asking yourself any or all of these questions:

  • What is the best way to save for retirement?
  • How should I invest my funds?
  • How much should I be saving?
  • Will I have enough?
  • Should I move my company retirement account(s) to an IRA when I leave?
  • How can I ensure I will not run out of money when I retire?
  • How can I minimize my taxes in retirement?

Demystifying How to Set and Pursue Your Goals

Some of the most important and complex decisions revolve around how to create income for retirement. At Flautt Hare Davis we understand that the number of investment choices  is confusing and how market fluctuations create uncertainty about when or how to make your choices. Enjoying retirement means having enough income to last your lifetime. Tax management of your retirement investments is also vitally important.

Whether you are taking a retirement distribution from your employer plan, or saving individually for retirement in an IRA, SEP-IRA, Solo 401(k), or other type of retirement account, Flautt Hare Davis  can assist you with  setting and work toward your retirement goals.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Flautt Hare Davis LLC and IFP are separate entities from LPL Financial.

330 Mallory Station Rd. Suite A-2  Franklin, TN 37067 Phone: (615) 661-8828 Fax: (866) 661-6252 Email: jim.davis@fhdfinancial.com

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