Consult With the Professionals
Through employer-sponsored retirement plans, you can help provide your employees with long-term savings solutions that help people build long and meaningful retirements. When you have retirement plan questions, give us a call. We’d love to schedule some time to hear more about what you do and help to create a plan that addresses your greatest concerns.
Prioritizing Your Employees' Needs
Choosing retirement plan options for your employees means finding options that prioritize their needs to help create a positive culture and help provide long-term solutions for their futures. To help offer options for your employees, you may need professional help, and we’d like to help. As financial advisors who specialize in the needs of small businesses and their employees, we can help you address concerns like managing expenses, managing payroll, and knowing the ins and outs of retirement plan taxes and regulations.
Retirement Plan Options
As a small business owner, do you know what your options are when it comes to choosing a retirement plan? You might have more options than you think. If you are a small business owner and want to offer a retirement program to your employees, talk to one of our advisors about the following options: simple IRA, SEP, 401(k), profit-sharing plans, and new comparability plans.