Running a business can be challenging and stressful. You are responsible for the future of the people you employ as well as own. Your plan for retirement might look different than theirs and we are here to help. Trying to manage retirement plans can be difficult while you are busy running your business. BKC Wealth Management provides retirement planning services for 401(k), Roth 401(k), and 403(b) plans to business owners and their employees.
We help businesses understand their financial situation, plan for the unexpected, and achieve their goals. We spend time to understand your business, evaluate the risks and opportunities, and help you make good decisions. We work with many family-owned businesses that cross multiple generations. We can design a plan that is both tax efficient maximizes wealth transfer.