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Business Planning

We can provide a fully bundled (turn-key) plan or work with any third-party administrator. Our goal is to provide a simple, flexible and competitive solution.

Business Planning

  • An evaluation of business models and business retirement plans available to
    companies and their employees.
  • Management of your company retirement plan>
  • Your source for access to critical partners such as a CPA or health insurance provider.

Our Retirement Plan Offerings:

  • 401(k) Plans (with Roth, Safe Harbor, Match or Solo 401k)
  • Profit-Sharing plans
  • Defined Benefit plans
  • 403(b) plans
  • 457 Deferred Compensation plans

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 503-517-9363