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Services you can trust: Asset Management, Retirement Planning, & Pension Consulting.

Our associates will assist in selecting the most appropriate retirement plan for the client. Together with specific providers and custodians, Beverly Investment Advisors has the resources available to objectively compare, select, establish, monitor and maintain all retirement plans, including:

  • Individual IRA, Rollover & Roth IRA Accounts
  • SEP, Simplified Employee Pension Accounts
  • Money Purchase Plans
  • Profit Sharing Plans, including paired plans
  • Defined Benefit Plans
  • 401(k) Plans & 403 (b) Plans Simple 401(k), & Simple IRA plans
  • Preparation of Client Reports
  • Bilingual Support Available for Spanish participants

Recommendations can be made with regard to selecting qualified and non qualified plans, and asset allocation strategies. We will also review with the client and the client’s CPA, the implications of the minimum distribution requirements; income, estate and excise taxes that are identified. The evaluation continues and will include the appropriate asset allocation for income needs during retirement, coordinated with postmortem disposition and estate planning techniques.