Retirement Planning for Businesses

Spend more time focusing on your business’s growth and profitability and less time with the administrative tasks in managing your employee retirement plan. Yeo & Yeo Wealth Management works closely with the professionals at Avantax Retirement Planning Services^SM to customize plan designs that have a meaningful impact on both business owners and their employees.

We combine the expertise of our CPAs and retirement plan specialists to help ensure that your business’s retirement plan is running efficiently and effectively. Our comprehensive services allow you to minimize plan administration, maximize fiduciary protection and produce better retirement outcomes for you and your employees.

• Complimentary 360⁰ Plan Review. Assess your current plan, potential tax savings, compliance risk, employee education and fees.
• Plan Administration. We handle the daily administration of your company retirement plan so that you can focus on running your business.
• Custom Plan Design. Together, we develop a plan to meet your current and future goals.
• Investment Management. Our highly credentialed Investment Advisory Committee provides oversight and helps you navigate your investment landscape.
• Fiduciary Liability Protection. Reduce liability with the highest level of protection.
• Employee Education & Financial Planning. Employee meetings provide ongoing investment advice and guidance.

We connect tax advice to your wealth management goals. Talk with a Financial Advisor today.

Watch to learn more about retirement planning for you and your employees: