GETTING TO KNOW YOUR NEEDS
Before making our recommendations, we’ll meet with you and talk, gaining an understanding of you, your business, and what you hope to accomplish. From that first and subsequent meetings, we’ll suggest and advise, while also educating. This strategy empowers you to make the best decisions for your needs.
DEFINED CONTRIBUTION PLANS
Effective retirement plans help attract qualified employees, while keeping them with your company for a long time. Our knowledge includes setting up Simple IRAs or Simplified Employee Pension (SEP) plans for your employees. We can also help you create a solo tax-advantage solo 401(k).
PROFIT SHARING AND COMPARABILITY PLANS
Profit sharing plans can be a great way to compete against larger companies for prime employees. These plans can offer assets and tax-deferred growth. Comparability plans operate similarly, but help provide rewards to your loyal senior staff and key, hardworking employees.