Broker Check

Business Consulting

Are you a small-business owner offering a retirement plan to your employees?

Imagine letting go of the burden and hassle and reducing the liability of running your employee retirement plan – so you can focus on running your business.

Who we serve

We typically serve businesses with five to 400+ employees.

Types of businesses:

  • Medical practices
  • Law firms
  • Construction companies
  • Government contracting firms
  • Manufacturing companies

Types of plans:

  • 401(k)
  • 403(b)
  • Profit-Sharing
  • Defined Benefit
  • Money Purchase
  • Cash Balance Pension Plans

Have a question? We're ready to help.

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