
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!