We'll never tell you what you want to hear.
Unless it's what you need to hear.

Retirement Planning

Our retirement specialists will assist you in evaluating your current pension or deferred compensation plans based on our detailed analysis of your circumstances and needs. We will make recommendations to help you maximize your retirement assets.

We stay current on tax and ERISA developments to ensure that you are taking advantage of all available opportunities.

Allow us to help you navigate amongst the many alternatives available, including IRA, Roth IRA, 401K, SEP, profit sharing and defined benefit plans.

CAPTRUST Headquarters: 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827