Retirement/ Profit Sharing Plans
Interested in reviewing or starting a retirement plan? Whatever your business size or type, we can help. Among the plans we offer are:
- 401 (k) Retirement Plans
- 403 (b) Retirement Plans for Non-Profits
- Simplified Employee Pension Plans
- Profit Sharing Plans
- Self Employed Retirement Programs
Owner / Executive Programs
Reward your key employees (and yourself) for a job well done. Ask us how we can help with:
- Deferred Compensation Plans
- Private Pension Plans
- Estate Planning
- Salary/Business Continuation Plans
Business Protection Plans
What would happen if you or a key employee could no longer work? Let us help make sure your business will continue without missing a beat.
- Key Person Coverage
- Buy-Sell Plans
- Pension Continuation Plans
Personal Protection Plans
Taking care of your business starts with taking care of yourself. Ask us about:
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
Group Insurance Programs
Simplify your group insurance benefits while making them more efficient. Let us show you how.
- Health Insurance
- Health Savings Accounts
- Life Insurance
- Disability Income Programs
- Dental Insurance
- Long Term Care Insurance
Section 125 (Cafeteria) Plans
Save yourself some tax money while doing the same for your employees. A cafeteria plan can do just that. You save on FICA taxes while your employees can pay the following expenses tax free:
- Dependent Care Expenses
- Medical Expenses
- Personal Insurance Expenses
Investments
Mutual funds, stocks, bonds and other registered securities are offered through Investors Security Company, Inc. Member FINRA/SIPC, 127 E. Washington Street, Suite 101, Suffolk, VA 23434, (757) 539-2396. Jerome M. Magri is a registered representative with Investors Security Company Inc.
What Makes us Different?
✔ We work closely with our clients at every step of the financial planning process. From preliminary evaluation to ongoing customer service, our goal is to make sure your plans run smoothly and successfully.
✔ We begin with a thorough review of your current situation, including your long-term goals and objectives, then analyze how your current plan is meeting those objectives.
✔ We then develop a proposal giving you what we believe are the best options available.
✔ After you decide the course of action you wish to take, we provide enrollment and administrative services to implement the plan.
✔ We review your plan's performance on an ongoing basis and keep you apprised of alternative approaches.
✔ We keep you updated on legislative and regulatory changes affecting your plans.
✔ We are always here to answer your questions and to provide ongoing program support.
Contact us today to see how we may be of service to you.