Businesses & Non-Profits
Running a business or non-profit can be complicated, but when it comes to money matters, we can help. Here’s how…
Businesses
We can help your business:
Implement strategies to earn the most on your cash on an after-tax basis
Design employee retirement plans to suit your company's unique needs (Including 401k, Simple IRA, and Pooled Profit Sharing Plans)
Establish self-employed retirement plan options for tax reduction (Including Solo 401K, Sep IRA, and Profit-Sharing Plans)
Stay up-to-date with the latest retirement plan regulations and limits to ensure compliance
Provide ongoing support, guidance, and on-demand financial planning for your employees
Owners plan for income after the sale of the company
Non-profits
Non-Profits have a responsibility to serve their members, beneficiaries and community to the best of their abilities.
We can help:
Assess your current assets and future goals
Establish an Investment Policy Statement that outlines guidelines and expectation
Create and manage foundation and endowment fund accounts according to plan guidelines
Build a low-cost portfolio to meet annual distribution needs
Invest for long term growth, current income or both
Help your organization set up a 403(b) or 401(a) plan for employees’ retirement
We’re in the business of helping businesses. Additionally, ask about our reduced rate for non-profits.
If you have questions or would like a review, give us a call today or schedule an appointment. We’re looking forward to meeting with you.
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