Investments
Investments can play a key role in your financial plan. For individuals, income and pension plans can help achieve short and long-term goals. For employee groups, I can offer advice on pension plans.
Group retirement and savings plans
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.
Employees gain instant tax savings for their contributions, since they are made using pre-tax payroll deductions. They also receive the serenity that comes from knowing every month they are building towards retirement.
I 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:
- Deferred profit sharing plans
- Defined contribution pension plans
Contact us today to learn about how group retirement and savings plans can benefit your business.
