Retirement Services
As a CFP® professional, we help business owners design and manage retirement plans that work—for both the company and its employees. From plan selection to fiduciary oversight and employee education, we guide you every step of the way.
Whether you're starting your first plan or improving an existing one, we deliver custom strategies that align with your business goals and compliance needs.
Services Include
-
Plan Design & Setup (401(k), SEP IRA, SIMPLE IRA, Cash Balance, and more)
-
Fiduciary Guidance & Oversight to help reduce your liability
-
Investment Selection & Monitoring with a disciplined, evidence-based approach
-
Cost & Fee Analysis to ensure your plan is competitive and transparent
-
Employee Education & Enrollment Support to boost participation and understanding
-
Plan Benchmarking & Compliance Support with ongoing reviews and updates
-
Integration with Payroll & Recordkeeping for streamlined plan administration
Why Partner with Us?
-
Fiduciary Standard of Care – We act in the best interest of you and your employees
-
Custom Strategy, Not Cookie-Cutter – Plans designed around your business and workforce
-
Business Owner Tax Planning – Use your retirement plan to reduce taxes and build personal wealth
-
Employee Engagement – We support your team with education, not just enrollment
-
Scalable Plans – Flexible options for startups, growing teams, and established firms
Frequently Asked Questions
Q: What type of retirement plan is best for a small business?
It depends on your goals. We help you compare options like 401(k), SEP, and SIMPLE IRAs to find the right fit.
Q: Do you act as a fiduciary on the plan?
Yes. As a CFP®, we provide fiduciary-level guidance to help reduce your liability and support your compliance.
Q: Can you review my existing retirement plan?
Absolutely. We’ll evaluate fees, investments, participation rates, and make recommendations for improvement.