Business Owners

Our economy is driven by business owners everywhere. From a smaller business with one or two employees to those with 50, you need a team to help you continue to be successful and protect your interests. Business owners often have options for retirement available that others may not have. These options can include tax savings, lower expenses, or even just simpler administration. 

  • Tax savings strategies
  • Employer-sponsored plans like 401(k)s or SIMPLE IRAs
  • Investment management for excess income or savings 
  • Income protection for surviving family members

As a business owner, you have the intricacies of a business in addition to the needs of a pre-retiree or a family. The ability to balance the two is where we've been most successful with our local business owners. Contact us today to learn more about how we can help. 

Business man on his mobile phone