retirement planning tampa fl

 

 

Do you have questions about business retirement planning? Contact a Picket Fence Financial location today:

300 E. Lombard St.;
Suite 840
Baltimore, MD 21202

410-878-2999
421 S. Main St.
Bel Air, MD 21014

410-878-2999
2744 Summerdale Dr. North
Clearwater, FL 33761

727-487-3966
3111 W. Dr. Martin Luther King Jr. Blvd.
Tampa, FL 33607
727-487-3966

 

Toll Free:
Fax:

866-832-1154
443-787-0288

 

Financial Services

Business Retirement Plans

If you are like most small business owners, you have a to-do list longer than your arm. You don’t have time to constantly review your retirement plan. However, a retirement plan is a key wealth generator for you as well as an employee retention plan for your company. Also, did you know you are legally liable to the employees for the retirement plan?

Just imagine a business retirement plan where the details are taken care of for you; a plan where the provider assumes the legal responsibility for managing everything. The retirement plan is structured so you get the maximum deduction. And, you are kept up-to-date on the retirement plan with quarterly reviews. With Picket Fence Financial’s dedication to objectivity, everything is fully disclosed to you so you know exactly what you are paying. Our expertise in Exchange Traded Funds (ETF) allows us to create a small business retirement plan where total costs are 1% or less - practically unheard of for small businesses. All of this comes with support and education for your employees including asset allocation models, retirement planning seminars, online tools, and enrollment sessions.

The more you discover about our small business retirement plans the more you will see Picket Fence Financial as the best solution for your needs.

Please contact us today to see how we can reduce your legal fees, improve retirement plan performance and participation rates, and provide a better service.