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Helping You Keep Peace of Mind​

Retirement Planning

What is Retirement Planning?

A Personalized Approach to Your Financial Needs

At Menna Wealth Planning Group we understand life can be unpredictable and your goals may change. 

Our homegrown retirement planning approach looks at your entire financial picture in order to create strategies for achieving both your short- and long-term goals. We recognize your goals are constantly changing and it is important to meet as often as needed to remain current with your strategies.

We strive to provide you with the confidence to ride out any bumps along the way. We are here to answer your questions and provide peace of mind.

How We Do It:

  • 403(b)/Roth 403(b)
  • 401(k)s/Roth 401(k)
  • IRAs
  • Roth IRA
  • Solo K’s
  • SEP IRA
  • Non-Qualified Accounts
  • Rollover/Conversion
  • Pension Analysis

Are you set up financially for retirement?

Let’s work together to help you achieve financial success.

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Long Island Office

Home Office

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Check the background of your investment professional on FINRA's BrokerCheck.

Investment advisory services offered through Verity Asset Management [Registered Investment Adviser]. Securities offered through Verity Investments, Inc. [member FINRA/SIPC].

Menna Financial is not affiliated with Verity Asset Management and Verity Investments, Inc.

www.verityinvest.com

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