wealth-management

Retirement Plan Design

As a business owner, you want to be able to focus on what has made you successful: running your own business. To do so, managing a retirement plan should not be part of your daily duties. That’s where we come in. Whether you are a sole proprietor or have 500 employees, we will sit down and understand exactly what you are seeking for yourself and your employees. After we’ve done our due diligence, we will specifically tailor a plan to accomplish your goals. If you already have a retirement plan in place, we can provide a second opinion on the cost-effectiveness and investment capabilities of your current plan. It is important to make sure you are providing the appropriate options within the ever-changing regulatory environment. We currently manage the following types of plans: 401(k), 403(b), Profit Sharing, SIMPLE IRA, SEP IRA, Cash Balance and other Defined Benefit Plans.