Helping Business Owners Plan for the Future They Earned

Retirement planning

We understand the needs of individuals, business owners, and corporations. We’re experienced and capable of helping establish and maintain effective retirement plans for business owners as well as their employees. Our process includes:

Helping evaluate the best retirement plan for your needs: SEP-IRAs, pension and profit-sharing plans, 401(k) and 403(b) plans, and money-purchase and defined-benefit plans
Helping identify an appropriate investment strategy based on your unique needs and circumstances
Evaluating your plan to help make sure that the components are performing optimally
Assisting your benefits staff in complying with all ERISA fiduciary responsibility requirements
Providing education for plan participants to help them make sound decisions

Succession planning 

  •  Selling a business: We help clients evaluate the many options to consider in both the sale of a business and how to generate income after the sale
  •  Transferring the business to a family member: We educate on a variety of succession planning strategies clients can use to transfer a business to a family member 


Access to lending services are available through our Wells Fargo affiliates.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker(license number MB2234) in Massachusetts.