Business Planning

IT’S YOUR BUSINESS … YOUR LIFE

As a business owner, you dedicate your time and energy to your passion for your trade, leaving little time to make your business work better for you and your family.

As your financial advocate, CWA has the knowledge and expertise to create and implement personalized solutions unique to the challenges business owners face in planning for their retirement and protecting their family and investments.

WHAT’S HAPPENING IN YOUR WORLD?

  • What are the biggest problems your business is facing? What are the consequences of not solving those problems?
  • How will your business leave a legacy for your family?
  • What do you want from your business when you retire?
  • What does success look like for your business, for you personally, and for your family?
  • Did you realize that your wealth manager should have been helping you answer these questions all along?

BUSINESS RETIREMENT PLAN SERVICES

The uniqueness of your company retirement plan should mirror the uniqueness of your business.  CWA will work closely with you and your plan administrator to customize business solutions that meet the needs of your company and its employees.

RETIREMENT PLAN TYPES

Regardless of the size or type of organization, CWA offers a variety of employee retirement plan alternatives to meet the needs of your business, your employees, and yourself.

  • Defined benefit plan
  • 401(k) (traditional or safe harbor)
  • Profit sharing plan
  • SEP IRA
  • SIMPLE IRA
  • Cash Balance plans

Contact Us

We're here to put you on the right financial track.

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Planning
Done Right

Dedicated to your personal and professional financial well being.

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