Business owners are faced with a unique set of challenges, regardless of company size. The goal is simple – providing a meaningful benefit package to attract and retain employees, as well as minimizing personal tax burdens on their own income and retirement plans. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations. We strive to address the unique goals and needs of every business owner through a comprehensive array of services.
Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning strategies.
Andy has a wealth of experience in the financial services industry.