Business Retirement Consulting

At Powell Wealth, we specialize in guiding business owners through the complexities of retirement planning by offering expert insight into the full range of retirement plan options available. Our process begins with a detailed analysis of your business’s current structure and goals, allowing us to design a retirement strategy that not only supports your own future, but also benefits your employees. We help you navigate key considerations like plan eligibility, contribution limits, and fiduciary responsibilities, ensuring the selected plan aligns with both your business objectives and workforce needs.

Once the most suitable retirement plan is identified, whether its a 401(k), SIMPLE, or SEP IRA, Powell Wealth leverages top resources to implement and manage your program for long-term success. We handle everything from plan setup and compliance to ongoing administration and investment oversight, maintaining open communication to adapt your strategy as your business evolves. Our hands-on approach ensures your retirement plan remains effective and efficient, providing you and your employees with confidence and security for the future.