Stephen H. Parmiter

Senior Vice President, Financial Advisor

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Products and Services For Retirement

Retirement Income Strategies

Creating comprehensive goals-based wealth management strategies which aim to provide a steady, stable income that will last through your retirement years.

401(k) Rollovers

Assisting clients with retirement account consolidation to help ensure savings are invested appropriately, track the performance of holdings and provide new investment options.

Individual Retirement Plans

Helping clients implement a variety of retirement solutions to meet financial needs as life evolves, markets and tax laws shift, and priorities change.

Annuities

Providing access to a comprehensive suite of quality annuity products that help provide a guaranteed income stream that can last through your retirement.

More Articles of Interest

Plan Sponsor Insights – Summer 2017

Plan Sponsor Insights is a quarterly newsletter designed to provide timely and pertinent industry and legislative information to retirement plan sponsor clients and prospects. Topics in this edition include: "Should You Consider a Safe Harbor 401(k)?", "Documenting Hardship Distributions" and "Using EPCRS To Fix Plan Errors."

Ready to start a conversation? Contact Stephen H. Parmiter today.

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