Anneliese can assist in setting up and servicing qualified plans for small- to mid-sized businesses.

Establishing a retirement plan offers several benefits to business owners and professional practices:

• Saves personal and corporate income taxes
• Facilitates recruitment and retention of employees
• Improves morale and performance
• Provides the owner the ability to save for his/her own retirement
• Increases the value of the business

The mission is to deliver simple, low cost plans.

Qualified Plans Available:
If you do not see the plan that meets your needs, just ask. Many benefit plans can be customized to meet a specific business situation.

• 401(k)/Solo 401(k)
• SEP IRA
• SIMPLE IRA
• Profit Sharing Plans

As the client, you will feel comfortable knowing that 'your financial planner' will work with you and for you!