Create the Ideal Retirement Plan for you & your employees
What We Do For You
Identifying the right plan for your business can be an intimidating and complex task. There are several ways to optimize your retirement plan to achieve your goals, but there is a large amount of information to review, compliance requirements to adhere to, and choices to make about how your employees will participate. The paperwork, variety of plan options, and confusing ERISA laws are less intimidating, if you have a solid partner to depend on.
Providing Retirement Security to Employers & Employees
Independent Recordkeeping can help you set up and manage your company retirement plan, whether it is a 401(k), SEP, Roth, SIMPLE, or Individual 401(k). We have a passion for learning about our clients’ goals, teaching the principles of sound financial planning, and providing tax-optimized investment advice to business owners and their employees.
Independent Recordkeeping Services has been helping consumers and business owners through Financial Advisors Network, Inc. plan for retirement since 1999. Our passion shows in our investment recommendations, recordkeeping accuracy, and our prompt and friendly service.
A Comfortable Retirement Isn’t Out of Reach
Our firm helps your employees prepare their finances for retirement. We will give you the tools you need to create and manage your business’ retirement program. We will also educate your employees about financial planning and the options they have to make themselves financially secure in the future.
We Have Solutions for Your Employees’ Financial Planning Concerns
Connect With Us
Contact our firm today if you’re interested in using our financial planning services for your business. We look forward to working with you.