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Helping You Preserve Your Wealth

Get to Know Your Plan’s Benefits

Your employer offers a defined contribution plan, but what does that mean for you? In this type of retirement plan, you can contribute a fixed amount to the retirement account sponsored by your employer, such as a 457(b) for state and local government employees and Thrift Savings Plans for federal government employees. This amount is automatically deducted from each paycheck, and your employer may choose to match your contributions up to a certain limit. Your retirement benefits include your before or after tax contributions along with any investment earnings on the money currently in the account.

Learn How to Grow Your Money

Learn How to Grow Your Money

Certain plans allow your money to grow tax-deferred. This is especially true for common plans, such as 457(b) and traditional 401(k) plans. However, you may be penalized if you access your money before age 59 1/2. Let the retirement planning specialists at BRK Financial help you better understand the details of your plan and determine how to maximize your benefits, while avoiding unnecessary penalties.

Take the Guesswork Out of Retirement Planning

Take the Guesswork Out of Retirement Planning

Life can be unpredictable. Knowing how much to spend and save and how much to contribute to your defined contribution plan, can be overwhelming. At BRK Financial, we specialize in retirement and defined contribution plans. We’ll answer your questions and help you clearly navigate the road ahead with a customized plan.

Let Us Help You Retire with Confidence

Investment Management

Income 
Planning

Wealth Management

Estate Management

Contact Us Today

Connect with us today to learn how BRK can help you achieve your goals.

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