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Business Retirement Plans

As Your Personal Financial Concierge we create the best solution for you, your business, and your employees. We provide expertise in establishing a variety of benefit plans as a way to retain and reward your key employees.

The ability to retire comfortably and free from financial pressures remains the main issue for our clients - both business owners and employees. It is critical that the retirement plan be properly designed, implemented, communicated and administered. Retirement plans are dynamic, changing as client's businesses and tax laws change. They demand continued and careful analysis, IRS compliance review and plan administration. The appropriateness of a "qualified" or "non-qualified" plan for any business or individual is determined based on comprehensive understanding of their goals and objectives.