We offer retirement plans with holistic personal investment assistance, state of the art administrative support, and minimized cost. Plan types include 401k’s, profit sharing plans, and SEP and SIMPLE IRAs. If you are still deciding which is best for you, click here for some helpful info.
Profit sharing plans and IRAs are serviced individually within our portfolio management and investment counseling platforms.
For 401k plans we present a robust platform with six risk-based portfolio models; over 50 mutual funds with index, target, and sector options; and a brokerage feature through which your employees can gain access to the entire Schwab platform.
Moreover, we are available to help your employees with counsel on any financial matter, including complimentary evaluations of investments held elsewhere, cash flow analysis for long-term planning, and assistance with important decisions such as refinancing loans and timing retirement.