Financial Planning Our Corporate Services

The retirement plan is the cornerstone of financial security for most business owners and their employees. As such, it is critical that the retirement plan be properly designed, implemented, administered, and communicated to the employees. One of our fundamental services is the design, installation and administration of "qualified" plans, those that meet federal requirements for favorable tax treatment, allowing employers to make tax deductible contributions and employees to earn tax deferred benefits.

In addition to the design and implementation of qualified plans, we also design and oversee our clients' pension plan investment portfolios, including tracking investment funds and evaluating and reporting on returns.

 

TROPEANO & McGRADY, PC
PO Box 541
Whitehouse Station
New Jersey 08889

Phone: 908.534.5043
requests@tropeanomcgrady.com

Securities offered through American Portfolios Financial Services, Inc. Member FINRASIPC. Investment advisory services offered through Tilson Financial Group, Inc. a SEC Registered Investment Advisor. Tilson Financial Group, Inc. and Tropeano & McGrady, PC are independent of American Portfolios Financial Services, Inc. APFS does not provide tax, legal or accounting advice. Please consult with your own tax, legal or accounting professional before making any decisions. Check out our Investment Professionals on BrokerCheck.

 

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