Make sure your investments meet your needs as a business owner.

Every business faces unique challenges that require outside support. Some challenges are technical. Others are operational. And some challenges are related to wealth strategies, investments, and employee retirement plans. For these, many business owners turn to our wealth management team.

What’s at stake when you set up your qualified retirement plan? 

When you launch a 401(k) for your employees, it’s not a simple scroll-and-click situation. As a business owner, you absolutely want to be sure that your investment meets your needs. How do you know?

For one, you want your company’s retirement plan to save you money, while also benefiting your workers. Qualified plans, such as a 401(k), profit sharing, or cash balance plan, can provide you with substantial tax savings, while allowing you to save defer larger portions of your income for the future.

What’s more, a retirement plan can help you attract and retain key workers, which can help you cut costs associated with recruitment, onboarding, and training.

Make sure your retirement plan supports your business needs.

Our business clients are vastly different. So are the types plans we develop for them, which may include the following:

• Simplified Employee Pension (SEP) IRAs

• Savings Incentive Match Plan for Employees (SIMPLE) IRAs

• 401(k) plans, SIMPLE 401(k), or Solo 401(k)

• Cash balance plans

As a business owner, you understand the desire to cut costs without cutting into quality. Let’s make sure that your retirement plan creates secure financial futures for your people, and helps you save money now.