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Small Business Retirement Planning

We take pride in servicing small business owners as they are the engines that help make our communities cohesive and unique.  Small businesses often implement retirement plans to fund retirements, save on taxes, and/or retain key employees. Developing a plan to accomplish the objectives for the owner and employees requires careful planning and considerations.

Some commonly used small business retirement plans:

  • SEP (Simplified Employee Pensions) IRA
  • SIMPLE (Savings Incentive Match Plans for Employees of Small Employers) IRA
  • Solo 401k
  • Pension Plan

We will continually service your plan and ensure that your employees are informed of their options and given the proper investment guidance so you, the owner, can focus on your own business.

For additional information please

contact us today.