Retirement Plan Consultation Services

Details

At F1RSTNB retirement plan consultation services, we design a plan that fits the needs and goals of you and your company, and every business is unique! If any of the following apply to you, contact us today to schedule a consultation or complimentary evaluation of your plan.

  • You are a business owner looking to maximize your tax deductions
  • You are interested in investing for retirement in a tax-sheltered account that offers creditor protection
  • You are looking for ways to attract and retain highly qualified employees
  • You have an existing retirement plan and would like to benchmark

Your service levels and fees
Retirement Plan Offerings:

  • Start-up Plan strategy/design
  • Existing Plan evaluation/benchmarking
  • Defined Contribution Plans
  • Profit-Sharing Plans
  • 401(k) Plans
  • Deferred Compensation Plans