Business
Our firm collaborates with businesses to create custom retirement plans aimed at helping employees reach their retirement aspirations. As a committed partner, we undertake the role of a plan fiduciary, functioning either under ERISA 3(21) or ERISA 3(38) advisory frameworks. We engage in one-on-one consultations with your staff to develop investment strategies that align with their long-term objectives. Our role is to simplify the retirement planning process, mitigating the associated stress and confusion by providing educational resources and tools, along with ensuring a direct communication channel between our team and your employees.
· 401(k) Profit Sharing Plans
· 403(b) Retirement Schemes
· 457 Retirement Plans
· Simple IRAs
· SEP Plans
What To Think About
Planning Ahead
Creating a successful business requires a blend of vision, preparation, expertise, and determination, along with a steadfast focus on achieving your objectives. If you're like many business owners, you've dedicated immense effort and made significant sacrifices for your business's growth. Hence, it's just as important to invest in protecting your business as you were in building it. Reflect on these crucial questions:
• Do I have a retirement strategy for my business?
• Can my business sustain its success if I or my partner were to face an unexpected death or disability?
• Is my family sufficiently protected in case something happens to me?
• Have I maximally engaged in attracting, retaining, and rewarding essential employees vital to my business?
If you find yourself answering "no" to any of these, it might be time to think about a structured business planning strategy. Effective planning is crucial for safeguarding your business, attracting and keeping key staff, and ensuring your business is transferred as you intend.
