Retaining and Rewarding Employees—and Yourself.
We understand the challenges of running a business. Too much to do, too much to know and far too few hours in each day. The Financial Specialists can help you take control and make improvements that can take your business (and your personal finances) to the next level. For instance, as a business owner, having a retirement plan in place can help you recruit, keep and reward your employees while you also put away retirement funds for yourself as part of a pre-planned exit strategy. We educate and advise business owners on the benefits of adding a retirement plan and help identify the best options for your company. As a financial adviser, we can set up any type of retirement account and professionally manage your investments—we manage hundreds of business retirement plans in Iowa and other states.
Qualified retirement plans can help you and your employees save the maximum amount for retirement in a tax-advantaged manner. There are many different types of retirement plans available; it all starts with your business structure as well as your goals. We will break down which plan may fit best, whether it be a 401(k) plan, profit-sharing, SIMPLE IRA, SEP IRA, solo 401(k) or another type of plan—each has very specific requirements and limits.