Financial services for Tradesman and Self-Employed
We understand that your business model is unique and has varied complexities. If you're self-employed, part of a union or otherwise provide tradesman service, there are a variety of retirement plan designs that can dramatically reduce your tax liabilities and boost your investment portfolio.
The type of retirement plan you choose will depend on your business and specific circumstances. Explore your options and be sure to consider the complexity of each plan. Several retirement plans suited for self-employed individuals:
- SEP IRA plan
- SIMPLE IRA plan
- SIMPLE 401(k) plan
- "Individual" 401(k) plan
Additional Services
- Business Planning
- Strategic Partner Coordination
- Protection Planning
- Disability Insurance
- Life Insurance
