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Retirement Planning Accounting Services

Profitable Financial Advice

Let us help you plan for the future

Your business doesn’t exist without your employees. They keep you running, and in return, you help them plan for the future. Make sure you and your employees are truly cared for with a retirement plan tailored to your individual business.

If you are the sole operator of your business, it’s easy for you to get caught up in the day-to-day, putting retirement planning on the back burner. If you work for yourself, ensure that you will retire with a guaranteed lifetime income.

Whatever your situation, we pride ourselves on creating retirement plans that fit you and your accounting needs perfectly. At Profitwise as part of our accounting services we offer a full range of retirement planning services. We are prepared to assist you in:

  • Setting up 401(k)s
  • Evaluating qualified retirements plans (IRA, Profit Sharing, SEP, etc.) to find the right choice for you
  • Employee benefits (medical, dental, etc.)
  • Estate and trust planning
  • Insurance and asset protection
  • Succession planning

If you’re interested in learning more, Contact us for a free consultation.