Businesses & Non-Profits

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)

• Plan for an 

• 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

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.