Featured Services

At Carey & Associates, we know that the decision you make at retirement is most likely the most important financial decision you will make.  Our goal is to help you make a better, and more informed decision regarding your financial future. Our philosophy is safety of assets.  Our position is that your retirement years are not the time to get rich and that “a bird in the hand is worth two in the bush”.  We know that no one plans to fail; however, we have seen many cases where people have forgotten to plan.
What can Carey & Associates do for You?:

• Free Financial Health Check
• Retirement Planning
• Pre-59 ½ distribution to avoid 10% penalties
• Pension, Profit Sharing, and 401k rollover
• Add a BONUS of 8 to 10% day one to your retirement dollars

Others things you will find at Carey & Associate:

• No Consultation Fees
• No Service Fees
• No Asset Management Fees
• No Rollover Fees

Everyone’s retirement future deserves the time to make comparisons.  Explore your options!  Save thousands of dollars in fees by calling for your FREE consultation.

Safety of Principal

Pension

Profit Sharing and 401k Rollover

Penalty and Tax Free pre-59 1/2 withdrawal

Annuities