Small Business Owners

As a business owner, selecting the proper retirement plan can be difficult. We can help you select the plan that includes the best benefits for you and your employees. Here are some typical plans:

SEP IRAs
SIMPLE IRAs

401(k) Plans
Profit Sharing Plans

Roth 401(k) Plans
Defined Benefit (Pension) Plans


How do you intend to exit your business? Many business owners donít have an exit strategy that allows them to transition or sell the business to a family member, partner,†or an outside party when they retire. You have numerous choices to effect this transition, including;

Sale to Existing Partner
Sale to Outside Party

Leveraged Employee Buy-out
Employee Stock Purchase Plans


How do I schedule an appointment?