Retirement Plans

Saving for your future on a tax-advantaged basis

A company sponsored retirement plan not only allows you to attract and retain employees, it also allows for you to save on a tax-advantage basis for your financial future. At Aligned Wealth Management, I can help you select, implement, monitor, and adjust your company's retirement plan. I can assist with 401(k)'s, 403(b)'s, SIMPLE IRA's, & SEP IRA's.

Our step-by-step process:

Step 1: Identify if a company sponsored retirement plan is right for your company

Step 2: Analyze which type of plan makes the most sense (i.e. 401(k), 403(b), SIMPLE IRA, SEP IRA)

Step 3: Choose a retirement plan provider (i.e. Fidelity, American Funds, Principal, TransAmerica, etc.)

Step 4: Implement and enroll employees in the plan

Step 5: Provide ongoing education to your employees

Step 6: Monitor plan design, provider, and expenses to ensure the plan is meeting your company's needs

Contact me to discuss how I can help you with your company's retirement plan!