Resources & Tools

Securities are offered through Girard Securities, Inc. They are a Registered Broker/Dealer, an SEC Registered Investment Advisor, a member of the Securities Industry Association (SIA), and a member of FINRA/SIPC. Girard Securities also maintains a seat on the Chicago Stock Exchange.

To visit FINRA's website, please click here.
To visit SIPC's website, please click here.

A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every ten people who do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.

Our office specializes in helping our clients meet their retirement goals by creating a customized investment strategy. We can do the same for you by providing strong advice and access to a comprehensive line of financial products and services.

In addition to retirement services, we also provide:

• Retirement Planning - to design an investment strategy to help you meet all of your retirement goals

• Girard Asset Management (GAMA) - providing you with fee-based asset management through Girard Securities, Inc., a Registered Investment Advisor. Access to over 3,500 mutual funds, as well as individual stocks and bonds.

• Corporate 401(k), Retirement Plan & Investment Management

• Pension & 401(k) Rollover Planning & Account Management

• Retirement Financial Planning Education

• Retirement Asset Distribution Strategies

If you would like further information about retirement planning or other areas of investing, please do not hesitate to call or e-mail us. We look forward to serving you.