Retirement planning is the planning one does to be
prepared for life after paid work ends, not just
financially but in all aspects of life. The non-financial
aspects include such lifestyle choices as how to spend
time in retirement, where to live, when to completely
quit working, etc.
A long term investment strategy to help set money
aside for the future. A plan that will allow you to
maintain your current lifestyle while keeping in mind
your investment goals, risk tolerance and the amount
of time you have to save.
A plan set up to maximize the amount of money
invested while deferring, managing and reducing your
tax burden when the investment has matured.
Business Continuation & Succession
A plan that find risks that can cause damage to the
business, and then taking steps to minimize those
risks. Planning for personnel changes that could effect
the day to day operations of a business. Guaranteeing
the successful growth of your business.
Executive Compensation Design
A plan that determines the amount of pay an executive
receives in order to retain a qualified individual. A
compensation package should be designed to motivate
the executive to perform the job within the company’s
guidelines. Executive compensation packages
generally include a mix of short-term incentives
(including salary, annual bonus and benefits) and long-
term incentives (including stock options and/or
restricted shares). The package may also include
guarantees such as a severance agreement, change in
control provision (if the company is bought out) and a
A financial strategy for an investor to build the value of
their portfolio to cover future educational costs.
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Additional products and services may be available through Michael
Mumau or Ameritas Financial Services of Western PA that are not
offered through AIC. Securities products are limited to residents of
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This is not an offer of securities in any jurisdiction, nor is it
specifically directed to a resident of any jurisdiction. As with any
security, request a prospectus from your registered representative.
Read it carefully before you invest or send money. A Representative
from Ameritas Financial Services of Western PA will contact you to
provide requested information.
Representatives of AIC do not provide tax or legal advice. Please
consult your tax advisor or attorney regarding your situation.