Medical Professionals & Clinics
Jill is the owner of a small health clinic with a team of 6. She wants to provide a retirement benefit plan for her team and save for her own retirement so she can spend more time with her daughter. She is looking for a plan that is easy to manage and cost effective.
We can provide different solutions like a SIMPLE IRA, SEP IRA, or 401k and provide education while she focuses on her family, growing her business, her team and serving her clients.
Mechanics, Auto Body Shops, Construction
Ken is the owner of a family run mechanic shop with a team of 15. He wants the business to thrive so he can leave a legacy for his family as well as provide a great benefit and education to his team.
We can provide easy to setup, low cost SIMPLE IRA plans, help with legacy building, and provide education that focus' on each employees needs.
Self Employed Professionals
John is a self employed consultant in the engineering field. He is behind on retirement and wants to know how much he needs to save to retire comfortably in 15-18 years. His goal is to maximize contributions, invest aggressively and pay off his house, while growing his client list and spend more time with his family. He doesn't have the time to invest himself but wants to work with someone that he can trust.
We can help John setup a SEP IRA or Solo 401k with high contributions limits and manage the accounts for him leaving him more time for the important things in his life. Our financial advisors will work with you to create a custom tailored plan focused on pursuing your goals.