The concept of building investments sounds great on paper however, no one ever talks about how stressful and confusing the process can be. Everyone dreams of saving all of this money and being able to retire in a paradisiacal spot with a drink in hand. However, how can one achieve this dream if they are completely overwhelmed? Various plans offer dollar-for-dollar tax savings but those plans come with a massive rule “book” that is not only complex, but also confusing.

     Luckily, here at Cosmo Insurance we have expert financial consultants that can guide you to and through the right investment plan. We offer a host of wealth building investment strategies and a variety of variable products to help complement your current financial position.

     In addition to offering financial services to an individual we also offer employers employee benefit programs. Many employees love the benefit of an employer sponsor retirement plans because it provides significant tax incentives for them to save and invest for retirement. A few of the programs we offer are; 401Ks, Profit-Sharing Plans, Simple IRAs, SEP IRAs, and etc. Regardless of your company size and type (corporate vs. non-profit), we are more than happy to help you identify the proper plans for your company. Give us a call, shoot us an e-mail or even stop by and we are happy to help!

 

 

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