Services

I have owned several small businesses and I have helped many small business owners decide which plan would be best suited for their business needs. There are many available options; therefore, making the decision can be difficult and time consuming.

Information about some of these plans is readily available on large financial organizations’ web sites. You are generally expected to use the information to make your own decision. Making the wrong decision can cost thousands. In addition, I have some new designs for small businesses that aren’t on these web sites.

Many first-time small business owners are anxious to set up a 401k for their new businesses because they think this is what they should do. There is a very high probability a different type of plan is a better solution. My firm will help you pick and implement the best type of plan for you.

Here is how it works:

• You give us the information we need to determine whether we can offer you a plan worth considering. There isn’t any fee for this service.
• We will provide a positive or negative response. If the response is positive, the next step it to retain us to design and help you implement. The fee is $250 payable in advance.

Forms:

• Consulting Request Form
• Employee Data Form

---