When you choose TBH Advisors as your business retirement planning partner, you choose a firm that’s committed first and foremost to your long-term business and personal finance goals. Our advisors are fee-based professionals, and our retirement strategies are always client-driven — not commission-driven.
For small- to medium-size business owners, retirement planning looks different than it might for the general population. Owners must consider whether and how to offer retirement plans for employees, while also saving for their own retirement. They must also consider their exit or succession plan. For this reason, we develop deep relationships with our clients to ensure their retirement planning seamlessly combines their unique business and personal goals. By choosing TBH Advisors, you gain access to qualified contribution plans such as 401ks, defined benefit plans such as Cash Balance Plans, small business Simple IRA plans and Solo 401k plans for individual business operators.
We know that building a company can be time-consuming, and that your needs may shift over the life of your business. Our “listen first” approach allows us to make the most of every conversation we have with you and to simplify the business retirement planning process. Our close client-advisor relationship also means that when you partner with TBH, both your business and your personal wealth are protected.