Retirement Services

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

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

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.