Group Qualified Retirement Plans
Anneliese can assist in setting up and servicing qualified plans for small- to mid-sized businesses.
Establishing a retirement plan offers several benefits to business owners and professional practices:
- Saves personal and corporate income taxes
- Facilitates recruitment and retention of employees
- Improves morale and performance
- Provides the owner the ability to save for his/her own retirement
- Increases the value of the business
The mission is to deliver simple, low cost plans.
Qualified Plans Available:
If you do not see the plan that meets your needs, just ask. Many benefit plans can be customized to meet a specific business situation.
- 401(k)/Solo 401(k)
- SEP IRA
- SIMPLE IRA
- Profit Sharing Plans
As the client, you will feel comfortable knowing that 'your financial planner' will work with you and for you!
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. D'Souza Financial Strategies and Cambridge are not affiliated.
Cambridge Investment Research, Inc./Cambridge Investment Research Advisors, Inc.,does not offer tax or legal advice. Fixed insurance services offered through D'Souza Financial Strategies.
Click here for Form CRS
Check the background of this Registered Representative on FINRA's Broker Check