Business Retirement Planning







As you may know, a well-chosen retirement plan can provide important benefits to your business or organization by:

  • Setting your business or organization apart when it comes to attracting and retaining high-quality employees
  • Giving you and your employees a simple and cost-effective way to save and invest for retirement
  • Providing a possible tax deduction for employer contributions to the plan.

If you already sponsor a retirement plan, now may be the time to consider an upgrade to a plan that may be more cost-effective and/or easier to administer.

Whether you offer a plan or not, we invite you to explore the services we can offier, such as :

  • Reviewing your existing plan and advising you about alternatives.  We can tell you about plans that may alleviate the burden of administration, potentially lowering your cost.
  • Helping you chose and implement an appropriate plan for your business organization.
  • Encouraging plan participation by providing your employees educational seminars on investing and asset allocation.

Lee has earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning in Colorado.  We do not provide legal or tax advice, but we will work closely with your legal and tax advisors to help you work toward your goals.  We welcome the opportunity to talk with you about how a retirement plan can and should be working for you.  Please call us at 501-625-3701 or 877-725-4993.  We can also be contacted by email at and