Solutions & Services

Carrera Retirement Company offers the following solutions for our individual and business clients:

Personal Financial Planning

  • Retirement Planning
  • Asset Management
  • Tax Advantage Strategies
  • Estate Planning
  • College Planning
  • Alternative Investments

Business Services

  • We evaluate employee benefit, retirement, 401(k), pension or profit sharing plans
  • We provide a full range of  services to employee benefit plan sponsors, trustees, plan officials, and service providers:
  • Fiduciary Liability
  • Audits Compliance
  • Reviews Advice on ERISA Issues
  • Employee Education
  • Independent Fiduciary
  • Executive Benefits
  • Asset Management
  • Alternative Investments

Retirement Plan Design

  • Provide customized pension and profit sharing plans to fit the financial and benefit objectives of the employer.

 

Investment Counseling and Portfolio Management

  • Determine investment goals
  • Develop overall investment strategies
  • Monitor investment performance
  • Adjustments to asset allocation and overall portfolio
  • Access to vetted professional money managers and traditional investment strategies
  • Alternative Investments:
    • REIT’s (Real Estate Investment Trust) 
  • Insurance solutions
    • Disability Income Insurance
    • Life Insurance
    • Long Term Care Insurance
    • Executive Benefits
    • Property/Casualty Insurance
    • Health Insurance Solutions

Professional Referrals

We work with your own Business and/or Personal Tax Professional to enhance the suitability of your personal financial strategy.

If you need to build your network of professional advisors, we can refer professionals in the following areas:

  • Business Transaction Attorneys (contract/litigation)
  • ERISA Attorneys
  • Estate Attorneys
  • Real Estate Attorneys
  • All Aspects of the Real Estate Transaction
  • Business Valuation
  • Payroll/Bookkeeping/CFO Services
  • Third Party Administration – Qualified Plans
  • Marketing
  • Web Design