Retirement Plans
Get a Clear Path to Retirement with DeMar’s Certified Retirement Planners
Get the Most Out of Your Retirement Strategy
Every year, billions of dollars flow into tax-advantaged retirement accounts, yet many individuals unknowingly choose plans that aren’t right for their situation. At DeMar Consulting Group, our retirement planning consultants help you select and optimize retirement plans tailored specifically to your goals, so you can fully benefit from every dollar invested. Our experienced advisors understand the complex rules that govern Roth IRAs, Traditional IRAs, SEP and SIMPLE plans, and 401(k) rollovers. We use this expertise to help you choose the right accounts, optimize contributions, minimize taxes, and enhance growth potential.
We guide individuals and business owners through selecting the ideal retirement plan, navigating contribution limits, and coordinating investments, all while ensuring compliance and alignment with your financial objectives. Good retirement planning starts with a clear understanding of your unique situation. We then create a customized retirement roadmap designed to help you invest confidently, retire comfortably, and achieve lasting financial clarity.
Discover and Optimize Your Ideal Retirement Plan
Traditional IRA Plans
Pre-tax contributions and tax-deferred growth can lower today’s taxable income while building long-term wealth.
Roth IRA Plans
After-tax funding means qualified withdrawals are 100% tax-free—ideal for long retirement horizons and tax diversification.
403(b) Plans
A 401(k)-style salary-deferral plan for educators and nonprofit employees—often with unique catch-up provisions that boost late-career savings.
Health Savings Account (HSA) Plans
Triple tax benefit (deductible contributions, tax-free growth, tax-free medical withdrawals) and can double as supplemental retirement savings after age 65.
SEP IRA Plans
Simple, high-limit option for self-employed professionals and small-business owners seeking sizable, deductible contributions.
SIMPLE IRA Plans
Cost-effective retirement plan for small employers that combines employee salary deferrals with mandatory employer matching.
Solo 401(k) Plans
Allows one-person businesses to make both employee and employer contributions—often the highest tax-advantaged limit available.
457(b) Plans
Deferred-compensation plan for government and some nonprofit workers; penalty-free access to funds before age 59½ can add flexibility.
Get Started with a Free Consultation from Our Experts!
The Demar Consulting Group Results
Take Control of Your Retirement
DeMar Consulting Group is dedicated to serving as your strategic partner for Retirement Planning. When you entrust your retirement strategy to us, you gain a clear, tax smart roadmap that covers Roth, Traditional, SEP, and SIMPLE IRAs as well as 401(k) rollovers, keeping your savings on track and growing with confidence.
Retirement planning is a cornerstone of long term financial well being, and a well managed plan safeguards both lifestyle and legacy. At DeMar Consulting Group we believe that everybody deserves confidence that they’re on the right track for retirement.
