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Retirement Plan SolutionsYour company’s retirement plan – 401(k), 403(b), SIMPLE, SEP, etc. – should enable financial fitness for the prime of life, but it can place many demands on your time. And, your employees may not be taking full advantage of this important employee benefit. Haire Bohmer can help you and your employees. Our firm’s legacy is wealth planning. That is why we entered the retirement plan business over a decade ago. We continually meet with individuals preparing for retirement who say, “I wish I had met you 20 years ago.” We saw that retirement plan sponsors need help. Some brokers may be happy to sell a retirement plan, but they can become scarce after the sale and direct plan sponsors and employees to a record keeper or 800-number call trees. We believe that websites are important, but your employees want the opportunity to speak to helpful, knowledgeable financial professionals. We make ourselves available to you and your employees as you need us. What We Do – Our approach is built around understanding your unique needs and designing custom solutions. Every company and retirement plan is different. Although your retirement plan is a critical benefit for your company, we recognize that you need to focus on growing your business. We move the work from your plate to ours. For more information or to schedule a complimentary, third party review of your company’s retirement plan, click on the Request Information tab to the left. |
