smlBIZ Financial Solutions INVESTMENTS

Recent studies have confirmed small business owners prefer dealing with their CPA for non-tax, non-accounting services such as retirement and personal financial planning, executive compensation plans, group and individual medical, life, and disability insurance plans as opposed to repeating the due diligence efforts with several different financial professionals. We can help you meet all of your business and personal financial goals.

Retirement Planning and Investing Decisions

Rollover IRA accounts

SEP, 401(k) -K and Single 401(k) -K plans

World Class Mutual Funds

Key Executive and Overhead Expense Insurance Plans

Non-Qualified Executive Benefit Plans

In light of recent legislation concerning corporate governance, now would be a good time to take advantage of a complimentary review and assessment of your 401(k)-K or other Qualified Plan. If you have not established a plan, we can help you through the regulatory and financial decisions you must make to develop a plan tailored to your firm's objectives.