For small-and medium-sized business owners, retirement plans can be an important part of the planning process. We work with them to implement a plan that gives them the ability to save more money for retirement, provide some asset protection, and generate tax-deferred growth (and/or tax-free distributions) for themselves and their employees.
We work with a number of platforms, custodians, and administrators to guide the owner towards choosing the best plan for their business. Implementing an effective retirement plan can attract and retain skilled employees and help the business operate more efficiently in the long run.
DCH Wealth Management understands that developing a relationship with the owner and their employees is critical to the success of the plan. This is not something that happens in the initial meeting and we know the demands of operating a small- or medium-sized business are complex, so our advisors are flexible in how we communicate, where we meet and how we service each client.