Benefits for Businesses

  • Toothy smile businesswoman in the office

    If you run a business, you care about your employees, your company, and your bottom line.

    • Is my corporate retirement plan designed to help my employees AND my company?
    • As an employer, is my corporate retirement plan meeting fiduciary obligations in order to reduce my risks and liabilities?
    • Am I minimizing my business’ taxes in order to maximize income?

    Through Certified Benefits Corp, our Third Party Administrator and Recordkeeper, we can give you insight about your existing plan, discuss your situation, and develop a customized plan tailored to your business. In addition, through our Registered Investment Advisor, Certified Advisory Corp, we can manage the assets of your retirement plan.  This unique combination creates The Certified Difference®.

    Links for you:

    Here are some links that might be helpful:

    Let us help you take the next step.

    Schedule a no-obligation visit with a CFP® professional.