Retirement Plans for Businesses/Organizations

Your company's retirement plan should be an employee productivity tool, easy to administer and viewed as a benefit for both the owner and the employees.

As a Registered Investment Advisor Representative, Tom Luing will provide solutions that make sense for your business:

  • Comprehensive retirement planning for business, business owner/ officers, and employees
  • Assessment of current qualified 401(k) retirement plans
  • Non-profit and Church 403(b) plan solutions
  • Employee education/asset allocation services
  • Owner/officer deferral strategies
  • Business succession planning - ESOP and Cash Balance plans

With Tom Luing as the fiduciary adviser at the helm, you and your participants will benefit from improved plan design and investment options with lower costs.

Tom is committed  to helping you find the appropriate low cost retirement plan for your business and support you on going with quarterly investment and plan reviews, employee education and one-on-one meetings.  

Plan Sponsor Commitment to Service

*Check the background of this investment Professional on FINRA's BrokerCheck