BSG Advisers

Small Business Retirement Plans

BUILD A LEGACY

Helping Those Who Rely on You Plan for the Future

Imagine giving your employees the tools to save for their future while securing your business’s growth. At Life Strategies Financial Partners, we simplify retirement planning for small businesses with cost-effective and easy-to-administer solutions like 401(k) plans and SIMPLE plans.

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How We Help Business Owners

Custom 401(k) Plans

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Flexible Plans

Choose from traditional, Roth, and solo 401(k) options for businesses.

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Employee benefits

Attract, retain, and reward employees with competitive retirement savings.

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Tax Advantages

Reduce taxable income while building long-term savings for retirement security.

SIMPLE Plan

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EMPLOYEE PARTICIPATION

SIMPLE IRAs allow employees to make tax-deductible contributions, fostering long-term independence.

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EMPLOYER MATCHING

Employers match up to 3% of deferrals or contribute 2% of compensation for everyone.

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COST-EFFECTIVE

Designed to provide affordable retirement benefits for small businesses under 100 employees.

WHY CHOOSE US

Why Partner With Life Strategies

01

Personalized Approach

We tailor retirement plans to your business’s unique needs, ensuring your employees benefit while aligning with your financial goals.

02

Simplified Process

Whether starting a family, moving into a new home, or transitioning after divorce, we provide guidance to help you make informed decisions.

03

Cost-Effective Solutions

Our 401(k) plans and SIMPLE Plans offer affordable options for small businesses without compromising quality or value.

04

Ongoing Support

From initial setup to regular reviews, we provide continuous guidance to help your business and your employees thrive.

Support Your Team’s Future Starting Today

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