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Retirement Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Black River Financial LLC offers a variety of services and products to help our clients in their retirement years.

Investment Management

  • Asset Allocation Programs 
  • Managed Accounts 
  • Fixed Income Portfolios

IRA/401k

  • IRA/401k Account Review
  • IRA/401k Rollovers
  • IRA Annuities Review

Planning

  • Retirement Income Planning 
  • Social Security Income Planning 
  • Insurance Planning

Retirement Plans

  • 401k, Profit Sharing, Cash Balance, Defined Benefit
  • Plan Design and Implementation
  • Participant enrollment and education
  • Plan benchmarking
  • Plan Assumption