We understand that small business is the engine that drives economic growth and job creation. Your business has a vital role within our economy that is often underestimated. We understand the importance of your business regardless of its size.
We offer business solutions tailored to help you and your employees achieve your financial goals.
IRA — An IRA allows you to save for retirement with tax-free growth or on a tax-deferred basis. Our expertise extends to all forms of IRA — Traditional, Roth and Rollover.
Simplified Employee Pension (SEP) Plan — A SEP Plan allows you to make sizable contributions for yourself and employees who meet the requirements.
401(k) — 401(k) plans offer you and your employees a tax-deferred means of retirement savings.
Solo 401(k) — Similar to the plan above, but tailored for individual business owners such as sole proprietors.
Key Person Insurance — Key Person Insurance is a life insurance plan that mitigates the financial impact of the sudden death of a crucial executive.
Profit Sharing Plans (PSP) — A PSP allows you to share the profits of your company with your employees. Contributions are at the employer's discretion and are variable.
Connect with an advisor to determine which strategy best suits your needs.