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Financial security concerns every employee. Companies that offer contemporary retirement plans build loyalty. Loyalty translates to a more loyal, stable and productive workforce.

Planned Financial Services works with you to design and establish tax-qualified retirement programs that meet company goals while allowing employees to participate in:

  • 401(K) Plans
    Employees can defer taxes efficiently while contributing toward their retirement goals. If employers wish, they may offer a matching contribution.
  • Profit Sharing Programs
    Employers can contribute in a variety of plan designs. They may treat everyone equally or, within certain guidelines, frame benefits to key employee groups.
  • Simple Plans
    Allows small companies to compete with big ones. Employees defer salary with specified employer match.
  • Defined Benefit Plans
    Employers can enhance retirement benefits by deferring targeted benefits based on a set formula.

Invest time to understand your options.
We can help you make a difference.

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The wealth consultants of Planned Financial Services, LLC are registered
representatives with and securities are offered through LPL Financial. Member FINRA/SIPC.

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