A Retirement Plan that keeps you on the Cutting Edge
We understand that business owners want an awesome retirement plan that will save them taxes, attract and retain fantastic talent, help their employees retire with dignity, doesn’t cost much, and involves little to no work. With this in mind, our Retirement Plan Specialists will evaluate your current situation to determine the most effective plan for you and your employees, ensuring success for your entire team.
We received the Investment Advisor Certification by CEFEX.
Caring for your employees plays a big role in attracting talent and retaining your best employees, but many small- and mid-sized business owners are concerned with the time, costs, and liability. That’s where we come in.
Our Retirement Plan process is CEFEX certified and qualified to best assist with every aspect of your comprehensive retirement plan in the most cost-effective manner. Just a few of these aspects include:
- Analyzing your options
- Designing your plan
- Overseeing vendor bidding
- Implementing your plan
- Educating your employees
- Monitoring the success of your plan
Of course, retirement planning isn’t a static process. As your business evolves — and thus your needs — we will be there to work with you as a 3(38) fiduciary to incorporate solutions that add value to your company’s retirement plan.
Drop us an email so we can sit down and chat about the future of your business and the benefits your employees deserve.
