Small Business/Executive Services

Whether you are a small company that wants to start up a qualified retirement plan or an established business trying to improve your existing employee retirement benefit choices, as fiduciary advisors we are able to help you. Our small business retirement services help busy owners accomplish the following:

• Identify the retirement plan that best suits your needs
• Set-up the retirement plan with the chosen provider/custodian
• Service participants once the plan is implemented
• Provide investment advice available to help grow the funds you contribute
• Keep plans compliant to reduce owner’s liability and likelihood of facing a lawsuit because of mismanagement of plan

We are a Chartered Retirement Plans Specialist®, which means we are knowledgeable in all qualified retirement plans, including those utilized by most small businesses like:

• 401(k) plans [Traditional, Roth or Individual 401(k)],
• 403(b)(7) plans,
• SEPs, and
• SIMPLE plans [IRA and 401(k)]

In addition we also provide workshops to educate employees on their retirement plan basics. These presentations cover topics such as participant enrollment, how contributions are made and general personal finance guidelines.

The small business retirement market is rife with high expenses, complex offerings, poor service and meager choices. Let us work with you to remove these barriers and show you highly attractive alternatives that can improve your company's bottom line while making your business a desirable place to work.