Setting up the best retirement plan for your employees and business is complicated. That’s why I provide expert guidance to small, independent businesses and organizations on choosing and implementing retirement plans that meet your needs and recognize your employees’ financial goals.
Why do you need a retirement plan advisor?
As retirement plan advisor, I work with business owners to confidently identify the best 401(k) or retirement plan for your needs. I also operate an independent fiduciary, which means I am only accountable to you and your business interests and do not sell proprietary products. This way, I operate as your personal retirement plan advocate and can structure your retirement plan for maximum benefit. Through this process, I ensure that your retirement plan:
- Remains in compliance with IRS rules and regulations
- Offers optimal tax deductions and savings
- Helps you meet your fiduciary obligations
- Provides value and transparency regarding plan costs
- Incentivizes employees to save for retirement
- Includes best of breed investment choices
Want to know if your retirement plan is designed for your small business’s needs?
That’s where I come in. My tenure as a CERTIFIED FINANCIAL PLANNER™ professional and experience analyzing corporate retirement plans and 401(k)s equips me to understand that your business objectives and circumstances change over time. With this in mind, I bring a flexible, educated perspective to the retirement planning experience and empower your employees to make smart decisions about their retirement.
Are you ready to discuss retirement planning services for your business? Schedule your FREE consultation today.