With tax time behind us, retirement planning is in the forefront of the minds of many business owners. They are looking for ways to reduce their tax liability, understandably so, but they are also looking for ways to attract and retain quality employees. Choosing a retirement plan isn’t as simple as choosing the sexiest plan with all of the bells and whistles, however. Selecting a plan the Synergetic way involves four steps:

4 steps

 

If you want to be sure your company chooses the right plan for its needs, contact us today for a no obligation consultation. We’d love to explore your retirement planning options and serve as your retirement plan advocate. Call 206-386-5455 or email us now for more information.

[To be sure you don’t miss out on information like this, subscribe to our RSS feed.]

To your wealth,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance

Joe Maas