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Retirement Service 
 

ATTENTION Business Owners:

Do you have a retirement plan?

IF SOHave you had your retirement plan reviewed for recent tax law changes?

Allow our professionals to review your plan or situation to provide you with a FREE QUALIFIED SECOND OPINION. You may not be receiving the maximum contribution allowed under the law. Have your plan reviewed today for increased benefit opportunities.

IF NOTCan we offer you a free look at what a plan could do for you and your employees?

Allow  us to provide you with a FREE LOOK at a plan design that meets the goals & budgets of you & your employees. We can design a plan to fit any budget – no amount is too small or too great – and – we may be able to show you how it is COSTING YOU MONEY NOT TO HAVE A PLAN!

All We Need From You Is An Employee Census

CONTACT US



 
 Ask yourself these questions...
 
Do I need more money put away for retirement?
• Do I need flexible tax deductions?
• Do I need something with less restrictions and more
features than a SEP?
 
                        

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