Retirement & Investing

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Our goal is to assist you in achieving your financial goals. No matter what your life stage or current financial situation, we have the investment tools to help you manage your funds wisely.

For more information and to schedule your financial review, feel free to stop by your local branch or call 800.581.2889 to schedule an appointment. We look forward to meeting you!

Retirement Planning

Annuities or Mutual Funds? Traditional IRA or Roth? The choices are endless. Whether you are currently retired, planning for future retirement or using your investment dollars to generate retirement income, we can help you make the right choice(s) for you. Remember, it's never too early or too late for retirement planning.

Tax-Deferred Investing

How much of the interest you are currently earning on your investments are you paying out in taxes? We are here to help you maximize your earnings through the offering of tax-deferred annuity products that allow you to control when you pay the taxes on your earnings.

Take control. Investing in tax-deferred annuities means your principal, your interest and the money you would have paid to taxes remain in the account earning interest until you withdraw the money.

Education Planning

Our investment consultants are ready to assist you to formulate a plan for anticipated education expenses for yourself and your family. Education plans including tax-deferred contribution and tax-free withdrawal options are available to help you meet the cost of rising primary and secondary education expenses.

Large Purchase

What do you dream about…Owning your own home? Buying a new car? Taking a trip around the world? How about an investment plan that helps give you confidence while maximizing your earnings potential?

At Flushing Financial Solutions we believe diversification* is the key to smart investing. In addition to the wide array of products, including mutual funds and annuities; we offer no cost or obligation investment planning consultations to help get and keep you on track to attain your financial goals. Let us help you build your investment portfolio to help turn your dreams into reality.

* A diversified portfolio does not assure a profit or protect against loss in a declining market.

Job Change

You've made the decision to retire or to transition from one job to another. The next step is to decide what to do with the money in your retirement plan. There are several options available and it's important to know and understand the differences among them - including tax implications.

Our Investment Consultants are available to discuss all of your options pertaining to your 401(k), pension or any employer-sponsored retirement plan.

Estate Planning

Growing and protecting your assets has always been a priority. You have peace of mind knowing you'll leave behind a legacy for your loved ones. The question is how to protect your legacy from taxes once your beneficiaries take possession of it.

For more information about these services stop by your local branch or call 800.581.2889. We look forward to meeting you!

 

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA and SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured, May lose value, Not financial institution guaranteed, Not a deposit, and Not insured by any federal government agency. View Cetera Investment Services Privacy Policy and other Important Information. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.


This information is general in nature and should not be construed as tax advice. Flushing Financial Solutions does not offer tax advice. Located at: 220 RXR Plaza, Uniondale, New York, 11556 (800.581.2889). 

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