Todays Date:       


Member of
SIPC and FINRA
Protecting You


Salary Reduction Savings Plans

Satisfying A Need: Employees save a specific amount from their pay and direct that money to an investment of their choice.

Low Cost: This simple, effective savings plan is offered as a turnkey plan. We provide all materials, instruction and sign up at no cost.

Employer contributions are voluntary and can be discriminatory.

The two most important long-term financial benefits that you can give yourself and your employees are:

  • A Company Sponsored Pension Or Savings Plan
          - A Way to Save
  • An Operating Manual For Your Plan
          - Financial Education

Types Of Employee Accounts Available:

  • Individual
  • Joint
  • Custodian
  • IRAs

Investment Options:

  • Fixed/Guaranteed Accounts
  • Money Market
  • Tax-Free Bonds
  • Corporate Bonds
  • International Bonds
  • Blue-Chip Stocks
  • Growth Stocks
  • International Stocks
  • Tax-Deferred Annuities

Regulations And Filings: None.


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