Running a business is quite difficult.  I aMCCORDSm 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

Whether you are an employer who wants to help your employees work toward a secure retirement, or someone who wants to plan for your own future, this handy guide can help you narrow the focus and zero in on a retirement plan that could work for you in 2019.

If you’d like to learn more about corporate retirement plans, call our office at 1 (800) 533-4370 or 1 (574) 722-4222, or email us at