INVEST WITH CONFIDENCE
A lighthouse doesn't shake in stormy weather
it guides us to safety as we navigate the coastline.
Get a retirement plan that's right for your business
We offer a variety of tax-advantaged small-business plans for self-employed professionals, entrepreneurs, and business owners and their employees.
Our program for small- and mid-sized businesses is a high-quality, easy-to-administer retirement offer for 401(k) plans.
An Individual 401(k) maximizes retirement savings if you're self-employed or a business owner with no employees other than a spouse. We also offer an Individual Roth 401(k) option.
With generous contribution limits, the SEP-IRA (Simplified Employee Pension) plan is the simplest, most flexible, tax-deferred retirement plan you can sponsor.
A SIMPLE IRA (Savings Incentive Match Plan for Employees) is a great starter plan that encourages employees to contribute.
If you already have a retirement plan in place and are seeking a thorough review, our firm is here to help.Â
Our expert team specializes in evaluating existing retirement plans to ensure they are optimized and aligned with your objectives. We will carefully examine your plan's structure, investment options, fees, participant engagement, and overall performance. Through our comprehensive review process, we will provide you with valuable insights and actionable recommendations to enhance your plan's effectiveness. Whether you want to improve investment diversification, streamline administration processes, or enhance participant education, our team will work closely with you to address any areas that need attention. With our expertise and attention to detail, you can rest assured that your existing plan will be thoroughly evaluated to identify opportunities for improvement. Contact us today to request a review of your retirement plan and leverage our experience to maximize its potential.
