Retirement Plan

According to Met Life's 2015 study of employee benefit trends, it shows that financially secure employees offer increased productivity in the workplace. Financial security and wellness begin with financial awareness. Our financial advisors work with both employees and business owners to evaluate, understand, and decide the most appropriate retirement option strategy for their financial future. No matter what age or stage in life, it is always the right time to start planning for the financial future. We are here to help.



A 401(k) plan allows employees to contribute a portion of their paycheck into a retirement savings account, before taxes. Taxes are taken upon distribution during retirement.



A pension fund is a type of employee retirement account that allows contributions to be made by an employer to the benefit of the employee during retirement. Earnings made on the investments contributed to a pension are paid as income to employees during retirement.



A SEP IRA or Simplified Employee Pension allows business owners to contribute funds to their retirement account and their employees’ retirement account. Contributions made by the employer are tax deductible.

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