Running a business is quite difficult. I am self-employed and understand all the difficulties of personnel, bookkeeping, taxes, etc. You shouldn’t have to worry if your retirement plan is as cost effective and beneficial as possible. I have been working in the retirement planning field for over 20 years.
Whether you are “starting up a plan” or currently have a plan, my office has the experience to help you make the tough decisions and implement your plan in the most efficient manner possible. I am an Accredited Investment Fiduciary (i.e.; AIF®) to help make sure your plan will be compliant should you use our services. From fees to educating your employees and all aspects in-between, myself and my staff will help make sure you have a plan consistent with your goals while allowing you to concentrate on your business.
Below is a brief list of the services we offer:
- 401(k), 403(b) and 457(b)
- SEP IRAs
- Simple IRAs