Retirement Plan Services

Let us help you offer the financial security of retirement plans to your employees

Whether you’re running a small business with just a handful of staff, or you’re responsible for hundreds (or even thousands) of employees, retirement plans are an important benefit. Not only do they attract and retain quality employees, they also offer both you and them some very attractive tax advantages.

Now, depending on the size and scale of your operation, you may want to offer a variety of different ways to save for the future. The most popular is the 401(k) plan, with an employer-matched contribution of your choosing. Then there are a number of IRAs to consider, including Roth and Traditional, and there’s even the Simplified Employee Pension (SEP). Which is right for you? We’re happy to crunch the numbers for you. Get in touch today and see how offering retirement plan services to your employees is a win-win scenario.

Let's Create a Better Financial Future . . .

Address

1901 SOUTH KELLY AVENUE,
SUITE 100, EDMOND, OK 73013

Email

Phone

405-843-6800

Securities offered through Dempsey Lord Smith, LLC, Member FINRA/SIPC. Advisory services are also offered through Dempsey Lord Smith, LLC.