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QUALIFIED PLANS

Establish a Qualified Plan and Grow your Business

We are qualified and prepared to help you establish a new retirement plan for your business and its employees. From sole proprieterships to sizeable corporations, we work with employers to establish a plan that meets their needs and guides their employees to a financially secure retirement. 

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We stand with you as a fiduciary on your plan by:

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  • Structuring it around the needs of your business

  • Providing education and guidance on operational best practices

  • Providing onsite employee education and investment advisory services

  • Working with you to maintain and update the plan as needed

  • Keeping fees reasonable and transparent

Offer input & help design the plan
Communicate benefits to employees
Avoid compliance issues and keep the plan up to date
Our Team

Analyze & Compare Your Current Plan

Not all retirement plans are the same and your business, along with its employees, may be paying the price. Let us analyze your current plan and run a free side-by-side comparison next to a plan that we would offer. 

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This comparison will go over:

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  • Start up/annual fees

  • Investment options and performance

  • Potential tax credits

  • Business benefits

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, LA, NC, NJ, OH, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

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