Having a retirement plan in place can help you recruit, keep and reward your employees while you also put away tax-advantaged retirement funds for yourself as part of a pre-planned exit strategy. We educate and advise business owners on the benefits of adding a retirement plan and help identify the best options for your company. As a fiduciary financial adviser, we can set up any type of retirement account and professionally manage your investments.
There are many different types of retirement plans available; it all starts with your business structure as well as your goals. We will break down which plan may fit best, whether it be a SIMPLE, SEP, 401(k) or other type of plan. Each has very specific requirements and limits, but the goal is helping you and employees make pre-tax contributions to lower taxation on overall income, accumulate wealth over time and help ensure that you don’t retire empty-handed.