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Employer Sponsored Plans

As a business owner or operator it can be quite prudent to consider sponsoring a retirement plan for your employees. It can help retain those talented employees, as well as offer important tax benefits for the business.

We take the same holistic approach to helping business establish plans or restructure their existing plans as we do to personal finance. It is important to consider the cost to the business, the potential tax savings, as well as the kinds of benefits you might want to offer your employees. (Don’t forget to ask about employer sponsored college savings plans!)