Types of Plans

• Individual 401(k)
• 401(k)
• Simplified Employee Pension Plan (SEP-IRA)
• Personal Defined Benefit Plan
• Profit-Sharing Plan (Qualified Retirement Plan)
• Simple IRA
• Company Retirement Account

Consulting Services Available

• On-site Employee Meetings
• Develop Investment Policy Statement
• Recommend Asset Allocation
• Recommend Securities
• Review existing Investment Policy Statement
• Review current securities
• Review Asset Allocation
• Review Business Plan