Offering your employees the right benefits is important to help retain and reward your team. We want to understand your specific business and help determine the right benefits to offer your most valuable resource: People.
Offering a retirement savings plan can provide many benefits to employers and employees; from employee retention to tax deductible contributions, or even the satisfaction of knowing that a committed employee was able to retire from your company.
Whether you’re starting to offer these benefits for the first time, or looking to make changes to your existing plan, our team of retirement plan experts is dedicated to working with you and your employees to develop the plan that fits your goals.
With many different plan types out there, we will help you decide which plan best fits your business.
Cost is always a factor. We are committed to working with low-cost providers with high quality investment options in order to maximize the benefit of your plan while still providing great service to you and your employees.
We offer annual, in-person reviews for all of your employees to help them stay on track for their savings goals.
Many people have a hard time saving, so having a retirement plan available for money to go into before it hits the bank account can sometimes be the only way to accumulate money for the long term.
Whether your self-employed with no employees, or have many employees, we can help build a retirement plan that fits your business.
Plan types include:
Our team approach to financial planning and wealth management allows us to look at your full financial picture. We have advisors from various industries that lend their expertise in creating a custom portfolio based on your unique goals in an effort to help you achieve your dreams for the future. Our goal is to give our client’s peace of mind knowing that nothing has been overlooked.
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FINRA’s BrokerCheck. Insurance services offered through Linder Financial Resources, which is not affiliated with Osaic Wealth Inc. or registered as a broker-dealer or investment advisor. Neither Linder Financial Resources nor Osaic Wealth Inc. provide tax or legal advice. All other listed entities are unaffiliated. Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth Inc. a registered investment advisor. Securities and advisory services are offered through Osaic Wealth Inc. Member FINRA / SIPC. This communication is strictly intended for individuals residing in the states of AK, AZ, CO, FL, HI, IA, MI, MN, MO, MS, MT, ND, NE, NJ, NY, OH, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 57 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services.
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