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Queen Financial Services Corporation

Retirement Planning

We offer retirement planning for individuals and consulting for small to mid-sized businesses with a wide range of retirement and investment offerings to select from based on your goals. Retirement offerings include, but are not limited to, the following:

Investment Services

  • Brokerage Retirement Plans
  • Roth/Traditional IRA
  • 401(k) Transition Assistance
  • Annuities
  • Exchange Traded Funds (ETF)
  • Mutual Funds Exchange
  • Fee-Based Accounts*
  • Retirement Income Planning

Insurance

  • Medicare
  • Life – Term, Universal, Whole
  • Disability -  Short-term (STD) and Long-term (LTD)
  • Long Term Care

Click here for Retirement Calculators to help you get a snapshot of planning needs to meet your retirement goals.

Added-Value Client Services

  • Weekly Market News & Updates e-Newsletter
  • Professional Services Network available (referral to other recommended and trusted professional services providers, such as attorneys, to assist with other client needs.)

*Investment services may be conducted via a fee-based account. Fee-based accounts refer to an account type in which the advisor's compensation is based on a set percentage of the client's assets instead of on commissions. The representative will work with the client to determine the appropriate account type.