In today’s challenging and ever-changing economic climate, the ability to retire is increasingly a top concern among working adults, but unlike employees, business owners have the additional challenge of having to establish suitable and cost-effective retirement plans for themselves and/or their employees and comply with related and often complex governmental requirements related to these plans.
We can review with you the features of the many different retirement plan options available (e.g. defined contribution, defined benefit, 401K, SIMPLE, Traditional and Roth IRAs), help you make an appropriate choice for you and your business and assist you in establishing the plan. We can also offer investment planning and management services as described on our Individual Services page. Fees are hourly or service-specific depending on the nature of the work. Estimates are provided in advance of work performed.