Retirement Services

Retirement Services for Individuals:

  • IRA and Investment Management
    • If you have an IRA or 401(k) plan with a company you no longer work for and want help managing these funds, we can help.  We work with you to review your retirement needs, goals and objectives and create an investment strategy and funding strategy to meet your long-term retirement goals.
  • Self Directed IRA Accounts
    • In these accounts you may invest in non-traditional/ non-publicly traded assets, such as real estate, private stock, or private placement investment.

One-Page Retirement
Services Summary

Retirement Services for Companies

  • 401(k) plans
    • 401(k) plans are the standard for most companies these days allowing the participants and the employer the opportunity to make contributions into the plan and making saving for retirement more automatic for the employees.
  • Simple IRA plans
    • For smaller companies who may not want or need the higher funding limits a 401(k) plan can provide, a Simple IRA may be a good retirement plan option for the company. 
  • Individual/Solo (k) plans
    • An attractive plan for an owner only business, which includes sole proprietorship, partnership s corporations and c corporations.  This type of plan can allow for high funding limits and low administrative costs.

<< Back to Retirement Services Overview