Wealth Strategies Partner

Help for businesses that care for their employees.

As business owners ourselves, we understand your retirement needs don’t end with you and your family – you have a team of employees to consider. Whether you run a manufacturing company or professional firm, we work with a variety of companies to provide the retirement resources, education and planning you need for yourself and your employees.

We can assist in establishing and maintaining a variety of retirement plans:

  • Simplified employee pensions (SEPs)
  • Profit sharing plans
  • Age-weighted/comparability profit sharing plans
  • 401(k) plans
  • 401(k) profit sharing plans
  • Safe-harbor 401(k) plans
  • Owner only/one-person 401(k) plans
  • Defined benefit pensions

We will call on both our professional expertise and our personal insight to help you develop, introduce and manage a retirement plan suited to the needs of your business and the people who help make it successful.


Wealth Strategies Partner
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