Business Retirement Plans

business retirement plans, employee 401k plans, employee retirement plans

Dream Realized: To make sure my employees, who are the backbone of my business, have the opportunity to retire comfortably.

We can help your small or medium size business attract and retain quality employees through a customized employee retirement plan. Based on the size and makeup of your company, we can develop an appropriate plan design and coordinate administrative functions with local third party administrators.

We use Prudent Investment Practices, which are at the core of the Center for Fiduciary Studies, allowing us to enhance the investment process and potentially improve long term investment performance.

Because of our independent RIA status, as well as having an Advisor on staff with an AIF® (Accredited Investment Fiduciary ) designation, we are required by law to act in the best interests of our clients and retirement plan participants. In many cases, we stand as a co-fiduciary with our plan Sponsors, helping them minimize their plan liabilities.

We understand that for many business owners, employees are like family, and you want to make sure their years of service are well rewarded in their retirement years. We will design a custom plan to meet your goals, then educate and support your employees to ensure they get maximum value from their retirement benefits.


Employee Retirement Plan Options


Profit Sharing


Simple IRAs

Deferred Compensation Plans