Financial planning that suits your wallet.
In addition to our insurance services, Accommodating Insurance also offers you expert financial services. With our help, you can meet your financial goals with retirement planning, 401k, and IRA planning.
An IRA (or individual retirement account) is opened and controlled by you. They can be used to invest in almost anything you want, and offers tax-free growth until you retire. With a traditional IRA, you can enjoy tax-deferred growth potential with the chance to reduce your current taxes.
Understand your choices when it comes to your 401(k). We can help you determine what best suits your needs, whether it means transferring it to an IRA, maintaining it in a 401(k) with a new or former employer, or cashing out.