1741 NE Douglas Street
We focus on innovative retirement solutions that are designed to not only affordable for the business or corporation, but are accountable to the employees and tax-efficient for all those involved. We have many years of training and experience in pension planning and implementation in the not-for-profit arena.
Waddell & Reed has entered into arrangements with many providers of 401(k)s and pension plans which allow us offer a wide array of choices.
As with every engagement we undertake, we will make no recommendation for any client until a complete study and evaluation of the businesses owner’s goals, present position and tax consequences have been made. This may involve other consultants and partners to help make a plan recommendation.
A few of the plans that are offered include:
We offer a no obligation, complimentary consultation to investigate if our services and your organization can be a fit. Contact us to learn more.