Individual retirement services

Kelly & Schertz Group offers a wide range of individual retirement plans, including Traditional and Roth Individual Retirements Accounts (IRAs). For the small business owner, SEP and SIMPLE IRAs offer simple, cost effective ways to save for retirement.

Working together with our retirement professionals, (including third party consultants if necessary), we can review your existing retirement plan or can design and implement a new plan to meet your specific needs. Let us review and help select appropriate investments for your plan and help turn your vision of a comfortable retirement into reality. Contact us today.