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Retirement Strategies

With rising concerns over the solvency of Social Security, retirement benefits play an increasingly important role in your ability to hire and retain quality employees.

The right retirement plan can make your company more attractive to prospective employees as well as provide you with considerable tax savings. Using our experience and technical knowledge, we work with you to design a plan based on your unique business situation as well as your personal retirement objectives.

Our Business Strategies Group combines over 30 years of experience working with businesses of all sizes. We provide strategy, products and benefit services to over 1,000 Metro Area companies. This affords us the opportunity to negotiate the most competitive rates and administrative services for our clients. We will help you create a Retirement Investment Policy Statement and work with your trustees to help them understand and fulfill their fiduciary responsibilities.

Plan Reviews

Just as your business grows and changes, your retirement strategies should change to continue to meet your goals and expectations. Factors beyond your control, like regulatory or tax law changes, require flexibility and adaptation. A yearly plan review assures that you are meeting your objectives.

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