If you are considering offering a 401(k), SEP, 403(b), defined benefit pension plan, SIMPLE plan or something else to your employees, we work with you, as the business owner, to help design and construct a plan that is custom-tailored to best benefit you and your employees. Our advisors consider your overall financial strategy, while also consulting with our CPAs on staff when necessary, to ensure it is the most tax efficient plan for your business.
Specifically, we answer these questions:
- Which retirement plan type makes the most sense for my business?
- How much should I contribute or incentivize employee contributions?
- How will I remain compliant ongoing with what I offer?
- How can I take advantage of the current tax code to provide the most tax-efficient retirement plan for my employees?
- How does offering a retirement plan affect business revenues and overall growth?
After establishing your plan design, we can manage your company's retirement plan on an ongoing basis.
We provide:
- Investment selection consulting -- we provide recommendations for investment options within the plan both at the beginning and on an ongoing basis. We do this by utilizing research performed by our in-house investment committee, our broker-dealer's investment analysts, and other resources.
- Ongoing monitoring -- we review your plan to ensure it is still the best plan option and has the optimal design for your business. Throughout the year we are also monitoring the investment selections to be sure they are performing as we expected them to.
Our Team
Our team consists of financial planners, advisors, accountants, CPAs, CERTIFIED FINANCIAL PLANNERS™, tax experts, administrative professionals and bookkeepers all working together to benefit you.
Our Approach
Our service-based approach to financial services is the reason why so many have decided to place their trust in us. We are focused on providing you with an exceptional client experience.
Our Commitment
We will help you and your business navigate the path to a better, more secure future, with an unwavering commitment to excellence.