Investments

Investments

Investments can play a key role in your financial security plan. We invest in a balanced portfolio, a mix of large-cap stocks and fixed income products. 

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

Since they are made using pre-tax payroll deductions. They also receive the peace of mind that comes from knowing every month they are building towards retirement.

We can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

  • 401k Plans, often times coupled with a Profit Sharing Plan
  • SEP IRA
  • Simple IRA

Contact us today to learn about how group retirement and savings plans can benefit your business.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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