RETIREMENT SERVICES

Family Legacy Partners, through Bolton Global and Pershing, offers a complete collection of IRS approved qualified retirement plan documents for individuals and small businesses. We provide support in understanding the complex regulations and procedures governing these accounts and assists clients to navigate and execute time critical transactions in these tax advantaged accounts.

In addition to traditional IRA’s, Roth IRA’s, 401(k) and Profit Sharing Plans, Family Legacy Partners offers Health Savings Accounts, Educational IRAs and Donor Advised Funds and other tax advantaged savings vehicles.