With You... Through Your Financial Journey


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)
  • Profit Sharing Plans

As the client, you will feel comfortable knowing that 'your financial planner' will work with you and for you!