Brand Shank ChFC

Chartered Financial Consultant



Call 727-251-6000





Helping You Make Informed Decisions

Retirement Planning

Which retirement plan is right for your business?


Today's employees are very aware of the value of retirement benefits. If you currently don't offer a retirement plan or your're not offering the most appropriate one, you may very well be at a disadvantage in the competition to recruit and retain talented employees.


But it doesn't have to be that way.


There are retirement plan options that can address the needs of your business-plans that offer your employees tax advantages yet won't strain your budget or gob you down in paperwork.


The key is to understand your options, and that's where we can help.


There is no single retirement plan that is right for every business. Choosing an appropriate retirement plan or combinations of plans for your business means considering many different factors, including:


The size of your business


Consistency of earnings


The degree to which you want your employees to contribute to the plan


The degree of control you want over employee eligibility


Your willingness to limit plan flexibility to help maximize tax benefits 



Roth IRA


Simple IRA




Profit Sharing


Simplified Employee Pension


Nonqualified Deferred Compensation