Retirement Plans

Jon Pollock leads Morris & Garritano's Estate & Financial Planning Department.  With extensive knowledge in the finance industry, Jon works closely with his clients to establish new retirement programs and reassess current programs to maximize efficiency. 

With an experienced support team, Jon provides financial advisory services and ongoing independent analysis of your retirement plan.  His service philosophy consists of assisting you in assessing, analyzing and addressing the specific needs of your plan to maximize its value to your organization. 

Jon aims to improve the overall effectiveness of your plan by helping to:

  • Manage fiduciary risk & compliance issues
  • Improve operational efficiency
  • Increase employee satisfaction through
    education & communication
  • Streamline investment selection
  • Identify & recommend cost efficiencies
  • Assess plan design

We can also work with the trustees & management team to implement:

  • Buy/Sell Agreement Funding
  • Key Person Insurance
  • Business Succession Planning
  • Executive Compensation
  • Executive Benefit Planning

 

 

Registered Representative, Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research, Inc. a Registered Investment Advisor.  Morris & Garritano and Cambridge Investment Research, Inc are not affiliated entities.