p.314.892.2456 | f.314.785.7500 | info@wellsfs.com | 4729 Brookton Way | St. Louis, Missouri, 63128

Call 314.892.2456 for questions or quote.

Retirement planning: whether as an individual or for your small business needs to be evaluated to
determine the best plan to meet your needs. A secure retirement requires careful planning. Taking time to envision how you would like to spend your time during retirement will help assure that you will enjoy your later years. After you have established your general retirement goals, determining how your financial resources will be invested and later used can help ensure a comfortable retirement. Several tax deferred options are available for you to consider. Let us show you what will work most effectively for your particular situation.