Are you a small business owner wanting to save more for your retirement and empower your employees to do the same? Contact me.
- Employer Retirement Plan Installation and Management
- Educational Classes for Employees to promote financial wellness
No business is too small for an employer sponsored retirement savings plan. Statistics show that workers who participate in an employer sponsored plan build more wealth for retirement than those who must invest on their own. I will help you:
identify the right plan for your business’ needs
minimize admin and IRS reporting requirements
maximize tax deductions and credits within your plan
invest through high-quality, low-cost funds
compare your current plan to other options