Retirement Planning for Businesses
It’s never too early, or too late, to start planning for retirement. Yeo & Yeo works closely with HK Financial Services, a national wealth management company, to provide personal retirement solutions and comprehensive business retirement plan services. No matter where you are in the process, our perspective, tools and guidance can help you feel more confident about what’s ahead. We help you understand your options and the benefits available under each type of plan, and find the one that is the right fit for your individual and business short-term and long-term goals.
Yeo & Yeo combines the expertise of our CPAs and retirement plan specialists to help ensure that your business’s retirement plan is running efficiently and effectively, and to assist you and your employees in achieving your retirement goals.
- Complimentary 360⁰ Plan Review – Assess your current plan, potential tax savings, compliance risk and fees.
- Custom Plan Design – Together, we develop a plan to meet your current and future goals.
- Investment Management – 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 under law.
- 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:
Investment advisory services offered through HK Financial Services (HKFS), an Independent Registered Investment Adviser. Commission-based securities products are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities, and Yeo & Yeo are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.
Check the background of Pete Bender on FINRA’s BrokerCheck.