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Retirement Plan Services

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Focused on Providing Confidence in Retirement

For individuals, what are your goals for retirement? What lifestyle do you desire? Regardless of how you answer these questions, your plans for retirement will require the assistance of experienced retirement planning professionals.

For businesses, are you looking for ways to improve the retirement plan that you already provide or are you ready to explore options for a retirement plan for your employees?  Our team of retirement plan experts can help you design a plan around your goals and objectives, provide professional investment advisory services and ensure that the plan operates in compliance with the law. 

Retirement plan compliance and fiduciary requirements are an area of high risk. We minimize that risk for you by assuming the fiduciary responsibility for the plan’s investments and by providing proactive compliance testing and oversight.

Hogan Capital Management, Inc. is focused on helping you develop a retirement plan that allows you to live the lifestyle you desire.

Advisory services provided through HK Financial Services, Inc. (HKFS), a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, member FINRA and SIPC. HKFS and Hogan Capital Management, Inc. are independent of ProEquities.

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Creating Your Retirement Plan

All of the steps our professionals take in creating your retirement plan are aligned with helping you be financially independent in retirement. By examining the following factors, we can develop a retirement plan that maximizes the income needed for your desired lifestyle while minimizing the taxes you pay:

  • Current assets
  • Planned savings
  • A realistic look at return on current investments
  • Inflation
  • Other sources of income
  • Current and future expenses for fixed obligations and variable costs

These factors, combined with your established retirement goals, are the foundation of your retirement plan. After this initial assessment, we work with you to determine the best vehicles for optimal income delivery and continue to analyze and evaluate your retirement plan on an ongoing basis. 

Available Retirement Accounts and Qualified Plans

Hogan Capital Management, Inc. and HK Financial Services offer a wide variety of Individual Retirement Accounts and qualified retirement plans to meet your specific needs:

  • Traditional and Roth IRA
  • Rollover IRAs
  • Simple IRAs
  • 403(b) plans
  • 401(k) plans
  • Individual 401(k) plans
  • Profit sharing plans
  • Custom defined benefit plans
  • Deferred compensation plans

Start Planning Your Retirement

Get in touch with the retirement planning professionals at Hogan Capital Management, Inc. to begin planning for your retirement.

 

 

Advisory services provided through HK Financial Services, Inc. (HKFS), a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, member FINRA and SIPC. HKFS and Hogan Capital Management, Inc. are independent of ProEquities. 

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