Retirement Services

We customize retirement programs to best achieve every individual’s financial goals and dreams.

Taskforce HR has formed an exclusive partnership with Summit Financial Consultants, Inc. We build long term relationships to ensure unparalleled service with personal attention to every client’s needs and financial journey.

Customize Retirement Programs

We provide assistance in the following areas:

Investments:

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Variable Annuity

Financial Planning:

  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

For more information about our Retirement Services or any other Taskforce HR services, please contact us at (847) 269-2468.