Retirement plan services are provided by: Open Road Wealth Management.
Setting up an employer-sponsored retirement plan can be a smart way to provide for one of your key assets – your people – as well as benefitting you and your business.
A quality retirement plan can:
- Help manage your company’s tax burden;
- Allow you to save and invest for your own retirement;
- Provide access to a CERTIFIED FINANCIAL PLANNER™ to assist your staff with their retirement planning decisions.
As a business owner, you take care of your employees through salary, medical care options and paid vacation time. You may also find that a retirement plan is an excellent tool for attracting and retaining valuable employees, as well as helping them achieve a more financially independent future.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. Canoga Wealth Management, LPL Financial, and Private Advisor Group are separate entities.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, MA, NC, NY.