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Legacy & Retirement Planning

Legacy & Retirement Planning

Enjoy the present, but plan for the future

Whether it’s funding your dream retirement, saving for educational expenses of children and grandchildren, planning the financial security of future generations of your family, or building an enduring legacy, the team at Amuni Financial can help. An ideal future can mean different things to different people. That’s why we believe in a collaborative planning process where your input directs our action. Helping you achieve your future goals is our top priority.

No matter what your goals are, I understand that they are of the utmost importance to you and your family

Mark Donohue – Sr. Vice President

3 jars of money labeled Savings, retirement, and Education

Retirement Planning

We offer multiple retirement plan options uniquely tailored to your individual risk profile and investment objective.

College Saving Accounts

College expenses havecontinually risen over the last 30 years outpacing inflation. With that being said, it is more important than ever to have an accurate plan for your children’s educational expenses.

Legacy Planning

We’re able to use our strengths, the strengths of our clearing firm, and those of our professional partners to tackle complex investment and wealth plans.