BSG Advisers

For Small Business Owners

YOUR BUSINESS, STRONGER

Planning Tailored to

Your Business

As a small business owner, your business is your passion, but your retirement deserves just as much attention. At Life Strategies Financial Partners, we specialize in crafting cost-effective and flexible retirement plans like 401(k) plans and SIMPLE IRAs that benefit you and your employees. With a plan that aligns with your business goals, you can secure your future while rewarding your team.

Get in Touch
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  • What are the best retirement plans for small business owners?

    SEP and SIMPLE IRAs are excellent options, offering flexibility, tax advantages, and cost-effective solutions for businesses with fewer than 100 employees.

  • Can I contribute to my retirement plan and my employees’ plans?

    Yes, SEP and SIMPLE IRAs allow contributions for both owners and employees, helping you and your team save for the future.

  • How do retirement plans benefit my business?

    Offering retirement plans attracts and retains employees, provides tax advantages, and aligns with long-term business growth.

  • How do 401(k) plans compare to SIMPLE IRAs?

    401(k) plans offer higher contribution limits, more investment options, and potential employer matching, while SIMPLE IRAs provide a lower-cost, streamlined alternative for small businesses with fewer administrative requirements. The right choice depends on your business size, goals, and employee needs.

  • How do I set up a retirement plan for my business?

    We guide you through the process, from selecting the right plan to implementing and managing it for your team.

NEXT STEPS

Secure Your Retirement and Your Business

Your retirement shouldn’t be an afterthought. Schedule a consultation today to explore how a personalized plan can secure your future while supporting your team’s goals. Together, we’ll build a strategy that benefits you and your business.

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