THE FUTURE IN YOUR CONTROLRetirement Plans
We make certain that your qualified retirement plans are appropriately allocated so that your savings can work as hard for you as you did for them.
our EXPERIENCED PROFESSIONALS are here to help
we can find the right plan for you
Getting the Right Plan
Successful business owners know the difficulties of creating the right retirement plan offerings for their employees. Providing the proper benefits is a critical part of running a prosperous and efficient workplace.
The financial advisors at Ascent Wealth Management have more than 100 years of combined experience working in the investment world and specialize in employer sponsored plans. We find the investment vehicles that are suitable for your business’s unique needs. Once we establish which plan best suits your need, we implement it in a way that allows you to focus on your business while we focus on running your retirement plan.
Work with our financial experts to create qualified retirement plans that are appropriately allocated and navigate an ever-changing market as well as the legal hazards that are part of today’s litigious society. We understand that the needs of every business are different. Contact our office, schedule an interview, and let us help you work toward reaching your goals.
American Retirement statistics
Where Do You Stand?
Americans have to work after retirement 1
Americans lack basic planning information 2
Choosing The Right Option
The most common retirement plan, a 401(k) allows employees to contribute a portion of their wages to individual accounts.
A Savings Incentive Match PLan for Employees gives both employers and employees the option to contribute to traditional IRAs set up for employees.
A Simplified Employee Pension plan gives business owners a simpler way to contribute not only to their employee’s retirement plans but also their own.
Pensions can also be known as Defined Benefit plans and are not commonly used in today’s market.