A rock-solid retirement strategy has the power to provide true financial freedom. And creating a retirement solution that’s truly customized to account for the unique needs of your business and its employees can be a critical milestone for organizations that want to demonstrate a true commitment to their employees.
Our clients include self-employed individuals and small business owners; employers considering a new, startup plan, as well as employers with existing plans looking to take advantage of our teams experience at Winthrop Wealth.
In addition to directly managing retirement plans for self-employed individuals and small businesses, we provide guidance to employers looking to offer defined contribution and defined benefit plans covering multiple employees. We act as plan consultants to integrate with and fine-tune existing plans, as well as help evaluate whether current plans are run with the latest industry best practices in mind.
Winthrop Wealth’s involvement is tailored to the needs of employers and their employees. We work with clients to find a retirement strategy that best fits their organization.
