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Retirement Planning

It’s never too late or too early to start planning for your retirement. Our retirement planning advisors assist individuals and business owners throughout the many stages of retirement planning, such as pre-retirement, the early years and the late years. Using our collective experience, we’ll guide you on structuring your investments throughout your life, maintaining a long-term perspective, balancing risks and rewards, and managing your assets in a tax-efficient manner.

Why our mix kept George Miller coming back

Investment products are offered through Adirondack Wealth Management, a division of the Adirondack Trust Company.
Investment Products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY GO DOWN IN VALUE

individuals

For Individuals we offer the following services to help maximize your retirement benefits:

  • Traditional IRAs

  • Roth IRAs

  • IRA and 401 (k) rollovers

  • Investment Management Accounts

  • Mutual Fund Accounts

employers

For businesses, we provide products and services that help employers offer comprehensive retirement plans. These services can help attract and retain valuable employees.

For Employers we offer:

  • Simple IRA

  • Simplified Employee Pension IRA (SEP)

  • Defined Contribution Plans

  • Defined Benefit Pension Plans

  • 401(k) Plans