600 Inwood Avenue North
Owning a business is your pride and joy. And supporting your employees’ retirement goals is essential to your bottom line. That’s where we can help.
Partnering with Freedom Financial Partners gives you a knowledgeable team to help create a customized plan to match the needs of your business and help manage your day-to-day administration.
Defined Contribution Plan(401k, 403(b), Profit Sharing, ESOP)
Get extra tax advantages.
IRA Type Plans(SEP, SIMPLE)
Less costly options.
Nonqualified Deferred Compensation
Have extra savings for your key employees.
Defined Benefit Plan(Pension, Cash Balance)
Reward loyalty and provide additional financial security.
Design a plan right foryour business and meets your budget.
Address plan risks and oversee fiduciary responsibility as a 3(21).
Manage investmentsfor a strong lineup.
Educate your employeeson an ongoing basis.
Retirement plans can be complicated, but your employees don’t have to know all the ins and outs. We provide a simple and relatable education program to help better prepare them for today, and the future.
Participant outreachCustomized presentationsOngoing communication
Financial guidanceDebt managementSaving and budgeting
OutcomesImproved participation ratesIncreased employee deferrals
From our first meeting through ongoing administration of your plan, you’ll have the support you need to help build a successful retirement program.
And you won’t just have help with your retirement plan. We’re here to support you, so you can have the right solutions for you, your employees and your business. By giving your employees their best opportunities, you protect yourself in the future.