Small Business Owners
We serve business owners seeking to reward and retain key talent and provide retirement savings opportunities to address the owners’ and employees’ financial needs.
Whether you just started exploring your options, are in the process of selecting a retirement plan that fits your business, or seeking an advisor to help you evaluate and support your existing plan, we have resources available to support a full range of services, including SEP IRAs, SIMPLE IRAs, 401(k), Profit Sharing, and Defined Benefit Plans, and more.
Whether you just started exploring your options, are in the process of selecting a retirement plan that fits your business, or seeking an advisor to help you evaluate and support your existing plan, we have resources available to support a full range of services, including SEP IRAs, SIMPLE IRAs, 401(k), Profit Sharing, and Defined Benefit Plans, and more.
Succession Planning
A well-crafted succession plan aims to benefit everybody involved – the departing owner, their family, the business, and the successor. However, organizing and effectively managing your personal and business affairs can be a daunting task when you are building, growing, and running an organization.
That’s where we come in. Leveraging Stifel’s robust resources, our goal is to help business owners like you maximize enterprise value.
That’s where we come in. Leveraging Stifel’s robust resources, our goal is to help business owners like you maximize enterprise value.
Retirement Planning Strategies
Our institutional retirement planning services include:
 Tailoring a retirement plan for your business needs |
 Building your retirement plan team (third-party administrators and platform) |
 Providing employees with direct access to a financial advisor |
 Uncovering potential tax advantages through investments |