Looking for a retirement plan that custom fits your business or professional practice? We can help!
You, as a business owner, and your employees want to look forward to a comfortable retirement. Choosing a plan that meets everyone’s needs can be challenging. SVA Wealth Management can help you design a plan that’s just right for your business or professional practice.
The first step: Review or create the retirement plan
Our retirement plan professionals will help you review your current plan and advise which plan meets your business and personal needs. We also will manage investments on behalf of retirement plans, including:
- Defined contribution plans, such as 401(k) and profit sharing plans
- Defined benefit plans, including pension plans for physician groups
Educate to make investment decisions easy!
We work to simplify the investment process. You select your personal risk objective and we take care of the rest! SVA Wealth Management will:
- Provide independent and unbiased investment recommendations
- Use non-proprietary investments
- Monitor investments and asset allocation models on an ongoing basis
- Focus on low-cost funds with solid, long-term track records
- Educate employees at all-employee meetings and individual consultations
- Secure, online access allowing participants to view accounts 24 hours a day, seven days a week
Cross administration off your to-do list
We work side-by-side with our affiliate, SVA Retirement Plan Services, LLC, to make sure all administrative and recordkeeping services are provided with the high level of responsiveness and attention to detail you’ve come to expect from SVA.
Contact SVA Wealth Management to learn more about how we can help you create a retirement plan for your business or professional practice.