Because we are small business owners, we understand exactly what it means to provide a fair and attractive retirement package to employees…while knowing you can retire one day, too.
If you don’t have a retirement plan in place for yourself or your employees and are ready to learn more about your options, we can help. This overview is a great first step: Why Start a Retirement Plan?
Small business owners also look to us for help with assessing their existing retirement plan and recommending a course of action regarding key provisions of the plan. Getting started is easy: the first step is a complimentary review of your retirement plan/401K to help you determine if it’s the best fit for you, your business and your employees. We also make sure you’re getting good value for what you pay without incurring unnecessary fees. Lastly, we can review your plan to identify potential fiduciary issues.