Retirement Plans

You’ve worked hard to build your business. It is equally important to save for retirement and help your employees secure theirs. Whether you are a one-person firm or the owner of a company with a small number of employees, an effective retirement plan offering, such as a 401(k) plan, can be beneficial to you and your employees.

Shrewd employers understand that robust retirement benefits can increase employee productivity, morale and retention—and even prove a key recruiting tool.

Have you have been thinking about establishing a plan, but were too busy or felt the task was over burdensome? Do you currently have a retirement plan set up for your organization that is either managed in-house or by a financial services firm, but are not happy with the nature of the relationship, results, or seemingly exorbitant fees? If the answer to either question is yes, then our firm is exactly what you need.

Our Offerings

Our firm offers 401(k), Simple IRA, Individual 401(k), SEP-IRA plans, and other profit sharing plans and retirement offerings. Using our firm to manage and oversee your retirement plan has many benefits including:


Our firm provides:

  • all of the forms to establish and maintain the retirement plan accounts for your organization and each participant;
  • timely, accurate, and easy to digest client reports produced by Advent Software’s Axys® portfolio accounting and reporting system; and
  • expert investment advice in on-site individual one-on-one counseling sessions with each plan participant.
Investment Options

The U.S. and world financial markets are unpredictable and can prove treacherous without a well-defined investment strategy along with an active and experienced investment manager to execute it. Every investor has unique goals and specific objectives, but, at a minimum, everybody wants to achieve a return many multiples greater than the annual rate of inflation to protect the purchasing power of your money upon retirement.

Accordingly, to meet each plan participant’s needs, we design balanced investment strategies using the following three investment options:

  1. Stocks
  2. Bonds
  3. Low Cost, Commission Free ETFs