Small Business Management
Retirement Strategic Partner

If you own a small business, you know that with so many things to keep track of, quality management help is essential to making your business successful. Our advisors can help you pursue your business’ short- and long-term investment needs, including establishing affordable retirement benefit plans for your small business, which can help you with employee retention. Once it is set up, we can handle the day-to-day of the plan and meet with each of your employees to customize their investment portfolio. 

Our services encompass

  • Retirement Plans
    • 401(k) Plans
    • Simplified Employee Pension (SEP) Plans
    • Solo 401(k)s 
    • Roths
  • Form 5500 filing reminders
  • On-site Information Seminars
  • Buy/Sell Agreements
  • Exit or Succession Planning
  • Creative Strategies and Problem Solving