INVESTMENT PLANNING

Coverage that Enhances

Successful people make saving money a priority above anything else. Unfortunately, very few people master saving enough. Retirement planning involves managing current expenses, debt, and intentionally planning for your future. This planning can take place through an employer sponsored retirement plan, or possibly with an IRA.

Types of Investment Planning

There are many options when considering investment options to offer your employees as part of their benefits packageEither way, making savings a priority is imperative in order to retire into a life of comfort. Speak with one of CIIG’s advisors today to figure out which one makes the most sense for you.

401(K) RETIRMENT ACCOUNT

Employer sponsored defined contribution plan for retirement.

PROFIT SHARING 401(K) 

Sharing pre tax profits direct to employee 

retirement accounts.

Qualified Deferred 

Compensation Plans for employees.

INDIVIDUAL RETIREMENT ACCT

Make tax deferred 

contributions to an individual account.

EDUCATION 529 PLAN

State sponsored 

investment plan that allows saving for a beneficiary.