Business owners interested in sponsoring a retirement plan can work with one of our consultants to design a plan specific to their needs. The types of plans implemented are 401K’s, Profit Sharing Plans, SEP IRA’s, Simple IRA’s, Deferred Compensation and Defined Benefit Plans.
We educate your employees on the benefits retirement plans have to offer, either in a group setting or in an individual meeting.
- Income Analysis - Calculating one's future retirement income needs based on inflation, projected interest rates and life expectancy. The goal is to calculate current monthly savings needed to provide the income you desire at retirement.
- Tax Efficiency - Developing efficient tax strategies. Since there are a variety of plans, which plan is right for you? Some of these plans include 401k, SEP IRA, Simple IRA, IRA, Pension and Profit Sharing Plans.
- Investments - Which investments are right for you? We analyze mutual funds, stocks, bonds, limited partnerships and real estate to find which are the most appropriate investments for your risk tolerance.