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BUSINESS OWNER

Owning a small business presents a range of financial issues. We can
tailor strategies and solutions to help meet your goals and objectives.

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Retirement Plans for
Small Business

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Providing for your own retirement, as well as taking care of trusted employees, are important reasons that small business owners consider a retirement plan. There are 4 options available to small businesses:

  • 401k
  • SIMPLE IRA
  • SEP IRA
  • Individual 401k

Understanding the differences in the plan types and making sure you choose the plan that meets your company’s needs is important. Our advisors can work with you to determine the best retirement solution for your situation.

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