![]() ![]() By allowing you to contribute as both the employer and the employee, this plan enables you (and your spouse if he or she works for you) to boost your retirement savings with higher contribution limits. ![]() A Solo 401k, is for self-employed individuals without full-time employees.Employees can make either pre-tax or post-tax contributions often with some form of employer match. It allows both the employer and employee to contribute to employee retirement accounts. A 401k is most commonly used by large companies given the setup costs, administration and fiduciary responsibilities.We will help you design a plan that will attract, retain and reward employees, provide maximum tax benefits and align employer contributions with your goals. We provide retirement plan services to companies of all sizes. As trustee, we accept the legal responsibility for carrying out the terms of your trust and perform some or all the following responsibilities:Ĭorporate and Self-Employed Retirement Plans We can act as sole trustee, co-trustee or successor trustee on your trust – depending on your preference. Trusts are flexible tools that allow you to direct how your assets are managed during your life and after your death – and are not just for the wealthy. Trusts are commonly the result of a well-thought out estate plan. Our advisors can help you create a plan and work with your other financial professionals to ensure you leave behind a legacy for the people and causes you cherish most. When that happens, you likely want to control how your assets are given to the people and organizations you care most about. No matter how large or modest, nearly everyone has an estate and we all share the same thing in common – you can’t take it with you when you die. By knowing your own risk tolerance and the amount of risk in your portfolio before we experience a drop in the market, we can help you remain comfortably committed to your long-term plan even when encountering the fears of short-term market volatility. Risk management is one of the central tenets of our investment process and something we will discuss in most meetings. You will know exactly where and why your money is being invested. We believe in low-cost, simple investment plans in an industry of near-limitless complexity. Our advisors will work with each person to design a plan that begins with evaluating your current situation and ends with a clear plan to help you reach your goals. We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. Wealth Management Page Financial Planningĭeveloping a financial plan is the core of what we do at our firm. ![]()
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