Retirement Planning

Planning for your retirement is an important consideration. Retirement should be a time to sit back and reap the rewards of your hard work, but a successful retirement requires advanced planning and preparation. Managing the wealth you’ve accumulated in order to live a comfortable lifestyle once you’ve stopped working is BST’s primary concern. Our dedicated team of professionals will map out a plan for the future, and help you implement a solution so your golden years can be enjoyable years.

BST Retirement Planning Services include:

  • Reviewing your retirement objectives
  • Calculating your financial needs and proposing an appropriate strategy
  • Designing or modifying your existing plan to maximize your tax benefits
  • Analyzing, evaluating, and managing current investments, including Individual Retirement Accounts (IRAs) and 401(k) plans