When retirement planning meets tax implications, business owners find themselves as the intermediary between their CPA and financial advisor. The owner’s time is spent trying to explain what was meant to happen and what did happen.
Unlike other accounting firms, we have the ability to implement the retirement plan through CFPs and CFAs on staff. By educating, constructing and implementing your retirement plan, we work to benefit your bottom line and save you time.
There is a myriad of choices when it comes to retirement plans. From SIMPLE, to SEP, to IRA, to 401K, each plan has its own advantages and complexities. We will take the time to explain your options and benefits to each plan type.