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Small Business Retirement Plans

Get a retirement plan that’s right for your business

Designing and implementing an effective retirement plan for you and your team can be challenging. We help by first determining what you are trying to accomplish with your plan

  • Maximize benefits to owners and key contributors to your team
  • Help all team members plan for their future beyond their working years
  • Maximize tax deductions
  • Optimal combination of these goals

Plans we help with:

  • 401(k)
  • Profit Sharing
  • Maximum Benefit Pension

As a plan sponsor you have fiduciary obligations. We help identify your obligations and help minimize your exposure to these risks by working with you and excellent service providers.

Whether you work alone or employ others, we can guide you to a plan that will help you to build a secure future while you stay focused on your business.