Retirement Plans

If you are a small business owner, you likely face two important questions when it comes to retirement:

• How can I best prepare for my own personal retirement?
• How can I best take care of my employees?

We can help you balance your employees’ benefits along with your personal financial plan.

Some of the areas we can explore with you include:

• 401(k) plans
• SIMPLE IRAs
• SEP-IRAs

We also assist in making sure you have

• A comprehensive business succession plan
• Proper insurance including Buy/Sell agreements

We understand that you’re busy running your business. Let us help guide you and your employees toward a comfortable and secure retirement—that’s our business.