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Retirement Planning

We offer all forms of individual and employer based retirement plans. We help individuals with their IRA's, rollovers and supplemental non-taxable plans. For employee groups, we offer 401(k) and 403(b) Tax Deferred Annuity plans. Basic to our plans is the opportunity to invest in a variety of mutual fund type investments from a wide variety of the major mutual fund companies.

• Analyze current retirement plans and means
• Discuss goals, lifestyle, time line
• Review, analyze resources
• Review, recommend distribution techniques for qualified plans
• Coordinate with estate, investment, insurance, business planning
• Implementation assistance

    

©2004-2017 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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