Retirement Planning

Paving The Road To A Stress-Free Retirement

Thinking about retirement? Wondering whether you’ll have enough money and whether your cash will flow smoothly? If you’ve developed a retirement plan, has it been reviewed recently for effectiveness?

The road to retirement can be bumpy; achieving goals requires a long-term perspective, a solid plan and a trusted team of advisors. Wherever you are in your life and career, DeJoy, Knauf & Blood will help you answer these and other questions.

At TeamDKB, we’re experienced in guiding our clients to achieve financial independence and a comfortable retirement. We’ll review a range of scenarios and determine the best approach for your circumstances and goals, incorporating tax implications and strategies for tax savings.

TeamDKB provides:

  • IRA and Roth IRA Investment Opportunities
  • Simple IRA
  • Defined-benefit plans
  • 403(b) plans
  • 401(k) plans including safe-harbor 401(k) plans
  • Deferred-compensation plans
  • 457 plans

Retirement Planning Team

Partners

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Dennis C. Stein, CPA

Partner
Tax Services

Senior Managers

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Pamela J. Duffy, CPA

Senior Manager
Tax Services

Managers

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Janet Graves, CPA

Manager
Tax Services

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Kevin C. Woodworth, CPA

Manager
Tax Services

thumb_Ryan Macauley

Ryan Macauley, CPA

Manager
Tax Services