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Remember the taxes your Business paid last year? How would you like to take some of this years tax dollars, invest them in your tax deferred retirement account, and take a deduction for your business today? By setting up a company sponsored retirement plan at your Business you can do just that!

Today there are a multitude of retirement plans available to Businesses and their employees. Such a large number of choices can create much confusion for business owners who decide to establish a retirement plan and for employees who have to navigate them. EBFP will guide the employers through the pros and cons of each plan and help them decide on which plan is best for them. EBFP will assist plan participants in tailoring the proper asset allocation along with which Mutual funds to use.

*In addition, your Businesses may claim a tax credit for part of the ordinary and necessary costs of starting a SEP, SIMPLE, or certain other types of plans. The credit equals 50% of the cost to set up and administer the plan, up to a maximum of $500 per year for each of the first 3 years of the plan.*

EBFP will provide each plan participant with a retirement needs questionnaire that will help the participant establish a hypothetical illustration that will target a specific retirement age and a specific periodic contribution amount. In addition a risk analysis questionnaire will determine the proper portfolio mix to match the investors level of comfort. Please note that future performance cannot be guaranteed and investment yields will fluctuate with market conditions. Please let us know via the inquiry/Contact Us section (at the left of this screen) what your needs or questions are, we will be more than happy to provide you with any information you desire. You can also reach us toll free at 877-Exec-Biz (877-393-2249). Together we can tailor a plan to meet your Company Retirement Planning needs.