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Planning Big for Your Small Business

A Way to Focus on What Matters to You

Imagine the freedom you would feel if you could run your business the way you want, without focusing a lot of attention on the finances. Our advisors can help you plan for and take care of the financial details of running a business, from employee retirement plans to industry and compliance regulations, so you can have the time and confidence to focus on other business operations.

Helping Small Businesses Like Yours

No matter what’s happening in your current stage of life, we can help you gain the confidence you need to move forward on your financial journey. How? Here are a few examples of the questions our clients may ask:

  • What are my options for employee retirement plans? 
  • How do I balance my personal and business expenses and taxes?
  • What goes into a comprehensive succession plan? How do I know if I’m ready to retire?
  • What tax deductions can I take as a business owner? 
  • What opportunities do I have for investing? 

Plans Designed to Meet Specific Employee Needs

Plan Management

Our advisors have experience helping business owners reduce how much time you have to spend navigating the complexities of employee retirement plans. We can help you keep your plan in compliance and deliver the plans that fit your employee needs.

Plan Evaluation

It’s important to create a schedule for reviewing and evaluating your business’s retirement plan. Our advisors encourage careful, routine analysis to help you stay up-to-date on industry regulations as well as deliver ideal plan options for your employees.

Investment Management

We carefully analyze the performance of each of your investments with the goal of meeting or exceeding the requirements of your investment policy statement. We’ll make adjustments to your investments as needed.

Employee Education

We’ve seen a correlation between educating employees on their workplace retirement plan and increased plan participation, better results and higher satisfaction. We offer opportunities like presentations, one-on-one consultations and support to encourage ongoing education.

All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy. 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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