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Kastler Financial Planning

<h2>Fiduciary Financial Planning and Retirement Planning</h2>

Fiduciary Financial Planning and Retirement Planning

Get Retirement Ready!

(248) 793-7314

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Home » Resources » Complimentary PDFs » Guide to Selecting a Company Retirement Plan

Guide to Selecting a Company Retirement Plan

Guide to Selecting a Company Retirement Plan

This guide to selecting a company retirement plan is a good start for small business owners considering a retirement plan for yourself and your company.

guide to selecting a company retirement plan

This 1-pager, guide to selecting a company retirement plan, is a good starting point to understanding the retirement plans that are available. Further discussion and counsel is recommended to determine your detailed and specific objectives to determine the best plan for you and your business. We are happy to work with you to help determine the best solution for you and your company.

How Does This Work?


Each small business may have a unique company Retirement Plan put in place to address you and your employees needs. But our process of engagement to determine your Plan requirements is consistent.

  • Step 1: Determine your business requirements and Plan options
  • Step 2: Select the Plan that is best for your business
  • Step 3: Install the Plan
  • Step 4: Educate employees on Plan options and benefits
  • Step 5: Conduct one-on-one sessions with employees for the personalization of the Plan to their specific needs
  • Step 6: Provide personalized Financial Planning or Retirement Planning services to employees, as needed



Step 6 goes beyond the company Retirement Plan, giving the employee a written broad-based retirement plan consisting of Social Security optimization, Medicare claiming strategy, retirement tax planning, and more. See our Retirement Planning page for more information.

Putting You in Charge of Your Retirement

Put yourself in the drivers seat with knowledge of the major retirement plans that are available for your company. In this 1-page PDF, we walk you through a series of questions that help lead you to a potential ‘good fit’ of the available company retirement plan types, such as:

  • 401(k)
  • Solo 401(k)
  • Safe Harbor 401(k)
  • SIMPLE 401(k)
  • Profit Sharing
  • SEP IRA
  • SIMPLE IRA

 

Get our Complimentary Guide to Company Retirement Plan (1-page chart):

Guide to Company Retirement Plan

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If you already have a company retirement plan in place, we have a small business owner retirement plan consulting service and employee workshops that can help you and your employees maximize the benefits of your existing Plan. See the webpage, Small Business Retirement Plan Consulting

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248-793-7314

Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisor.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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