Many of our clients are business owners—lawyers who own their own practice, or realtors who own their own real estate group. Do you have the right retirement plan in place for yourself and your associates? As a business owner, an employer retirement plan, such as a 401(k) or SEP IRA, can offer you significant advantages in tax savings and wealth accumulation. A retirement plan can also be an important way to retain your most valuable employees.

But what is the best retirement plan for my firm?

There are lots of different options to choose from. You want to make sure you have the right plan for your circumstances and that you are taking full advantage of the benefits of your plan. Perhaps you are just starting to think about starting an employer retirement plan. Or perhaps you already have a plan in place, like a SEP IRA or SIMPLE IRA, and you think it might be time to move to a 401(k) plan.

We know retirement plans inside and out, from SEP IRAs to 401(k)s to Cash Balance Plans. We can help guide you through all the nuances to design a plan that is right for you. And we can assist with sophisticated strategies like Roth features, hiring your spouse, profit sharing, and more.

Why use an independent financial advisor like us?

We will be your dedicated point of contact and take care of everything for you. Who wants to deal with the hassle of calling the 800 number of a large financial institution, waiting on hold, and talking to a new person every time you call? We can do that for you.

Personalized Investment Strategies

Also, we can provide a wide range of customized investment options, including personalized investment strategies and managed portfolios. And, of course, we will help you in implementing and managing the plan, making sure things run smoothly and that you, the owner, are getting the most bang for your buck.

To learn more, feel free to schedule a meeting with Darren or Travis. Or, give us a call at 859-291-9879.