When it comes to your future…
Are all your eggs in one basket?
 
 When was the last time you evaluated your
IRA or 401(k) investment choices?

 Garretson Financial can help you optimize your 401(k) contributions and maximize your expectations for retirement!

 
We specialize in:

· 401(k) /403 (b) Account Optimization & Management
· IRA Rollovers
· Retirement & Estate Planning
 
We can also assist you with:

· College Financial Aid Planning
· FAFSA Form Preparation

Call us today to set up a consultation.
908-276-9140

 

 

 

 


 


 


 

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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