How to Pick a Retirement Plan

401(k) Plans, SEP-IRA plans, and Defined Benefit Plans


Depending on the detalis of your company, there are many different ways to approach your retirment savings goals.  First among them is to have them.  Goals that is.


NEWS FLASH:  

YOUR BUSINESS CAN BE CALLED "A SUCCESS" ONLY WHEN YOU, THE BUSINESS OWNER, HAVE RETIRED SUCCESSFULLY


Working long hours, taking financial and personal risk for your business all take a toll on the business owner and self employed individuals.  Many business owners have most of their net worth tied up in their business.  When it is all said and done and the fat lady is singing "Retirement", your business is only good for YOU  if you have created wealth by putting a retirement plan in place and funded it along the way.


Many business owners mistakenly believe that they will be able to sell their business and retire on the "profit" from their toil.  Not only is this bad long term planning, it is risky business.  There is no guarantee that your business will find a buyer when the time is right for YOU to sell.  YOU must take these steps to create wealth.   A FULLY FUNDED RETIRMEENT must become an INTEGRAL PART of your business goals, not an afterthought. 




Learn More

Find out what type of plan is best for your needs with a no-cost Retirement Plan Analysis.  We will meet with you and design a plan to maximize benefits for the business owner and employees.