Businesses Retirement Plan Services

Do you own a business? We can help with retirement plans, risk management, and succession planning for both business owners and employees.

Thinking of offering a retirement plan?

Offering a retirement plan is one of the best investments you can make for the future of your business. Not only does it provide confidence for your employees, but it also showcases your commitment to your staff and encourages loyalty and productivity. Retirement plans also provide major financial benefits for both employers and employees. Offering a retirement plan helps attract top talent by making you more attractive than your competitors. Additionally, employers may be eligible for tax incentives that can help offset some or all of the costs associated with setting up and maintaining a retirement plan.For your employees, plans such as 401(k)s enable them to save on taxes while simultaneously building wealth through compound interest accumulated investment plan contributions. Offering a retirement plan is an investment in the future for both your business and employees. It’s a win-win that should not be overlooked.

Explore What You Can Offer Your Employees

As an independent financial planners and investment advisor, we assist our small business clients in structuring tax-qualified employee retirement plans that align with their specific goals, objectives, and economic parameters. Our team assists plan sponsors by helping them:

401(k) Small Business Retirement Plan

Small Business (Solo) Retirement Plans

Simplified Employee Pension Individual Retirement Account (SEP IRA)

Self-Employed 401(k) Small Business Retirement Plan

Simple IRA

Disability Risk Management

Buy/Sell Planning

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State Disclosure: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lof Laurence Lof Financial Advisors, LLC are not affiliated. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Massachusetts (MA), Minnesota (MN), Montana (MT), North Carolina (NC), North Dakota (ND), New Mexico (NM), Oregon (OR), Ohio (OH), Pennsylvania (PA), Texas (TX), Virginia (VA), Wisconsin (Wl), Wyoming (WY). We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Indiana (IN), Michigan (MI), Montana (MT), North Dakota (ND), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Virginia (VA), Wisconsin (Wl).
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