We understand the unique dynamics of partnerships, family businesses, and closely held firms. We work with you to establish plans that are equitable, growth-minded, and structured for long-term continuity.
If you're preparing for succession, sale, or retirement, your companyโs retirement plan can play a critical role in optimizing tax efficiency and accelerating savings. We help owners use structures like Cash Balance or Defined Benefit Plans to make the most of their high-earning years while leaving a legacy for employees.
From medical practices to law firms, agencies to retail operations, we help employers establish meaningful, compliant retirement plans that support recruiting, retention, and long-term financial security. Our plans include SIMPLE IRAs, traditional 401(k)s, Safe Harbor options, and moreโwith support for onboarding, employee education, and investment oversight.
Solo business owners, consultants, and freelancers often have limited options for saving at higher levels. We help you select and manage plansโlike SEP IRAs, Individual 401(k)s, and Defined Benefit Plansโthat let you maximize contributions while keeping complexity to a minimum.