Services for Your Business
Business planning
Employees look for more than just a paycheck at a job; they look for a competitive benefits package. And why wouldn’t they? Benefits help them feel valued and cared for. Whether you’re creating a benefits program or interested in making your current program better, we can help.
Benefits we can assist with include employer-sponsored retirement plans, employee risk management services, employee financial education as well as personal financial planning, and financial planning for your business.
Even if you’ve already established a retirement plan at your small business, it may be worth reviewing as your company grows and changes. Whether your business is a sole proprietorship, a general partnership, an LLC, a corporation or a nonprofit organization, we can discuss a plan type to help address your needs, including:
- SIMPLE IRA
- SEP-IRA
- Profit sharing plan
- 401(k) plan
- Defined benefit plan
- Payroll Deduction IRA
- Roth IRA
Employee financial education
What is the worth of offering benefits if your employees don’t understand the value? Through financial education workshops, we can help your employees better understand their benefits and the role benefits play in their financial health.
We offer workshops on topics including retirement plan enrollment, investing basics, money management and more.