I provide Advisory Services for Small Businesses with Qualified Retirement Plans:

• 401(k) Plans
• Defined Benefit Plans
• Profit-Sharing Plans
• SIMPLE-IRA
• SEP-IRA

I work with several different platforms, each having their unique advantageous qualities that benefit a small business in their respective way. I help small business owners discover the best platform to fit their needs. The current platforms that I work with are (but not limited to):

• John Hancock Retirement Plan Services
• EPIC Retirement Plan Services (assets are Custodied with Charles Schwab & Co. Inc.)
• ADP Retirement Services

For small business owners looking to maximize their Qualified Plan Design as a tax structure there are additional strategies that can be explored. If you are curious whether you can take advantage of advanced strategies to improve your tax planning and tax efficiency, I can provide a free-analysis.