There's never been a better time to set up an employee retirement plan for your business.
Plan Design
Many employees and owners have heard of 401ks. But other options exist: Simple IRAs, SEPs, etc. Then, there are multiple platforms and providers to choose from. We are here to help navigate this decision and get the best fit for your unique business situation.
Employee Enrollment and Education
No matter if your employees are down the street or across the state, we have a team of financial professionals who will not only come out and meet with your people, but they will also help with enrollment, investment education and service.
Fiduciary Review
Once everything is setup, we don't just leave you on your own. We have inhouse experts that will work with you to keep your plan current and in sync with the regulatory landscape.
Josh Hartzler, CFP®, QKA®, AIF®
Peyton Gentry, AIF
