Four Points Advisory specializes in Advanced 401(k), Profit Sharing, and Cash Balance Plan design.
There are many financial products in the market and choosing the one that best meets an individual clients needs can be complicated. We take an analytical approach to providing management with options to maximize contributions and deductions for the companies we work with.
Our Employee Education Series include relevant topics such as: Estate Planning 101, Risk Assessment, Financial Planning 101, etc. The goal of each session is to provide your employee's a basic educational foundation in the area of Family Finance.
- Our specialty is designing Defined Contribution Retirement Plans for Small Businesses up to 50 Employees
- Add Defined Benefit Plans to Maximize Savings
SMALL BUSINESS AND SOLE PROPRIETOR
OTHER BUSINESS SOLUTIONS
- Employer Sponsored 529 College Savings Plans (No Load E-Shares)
- Life Insurance
- Buy Sell Funding
- Executive Bonus Plan