Retirement Plans - Increase Savings & Lower Taxes

We work with entrepreneurs and businesses to design and manage their corporate retirement plans. Our retirement plan services are designed to reduce overall plan costs, increase employee participation and retention, and reduce fiduciary liability for plan sponsors. As independent advisors, we work with a number of industry leading custodians, third party administrators and actuaries to ensure your corporate retirement plan is tailored to suit your business's specific needs. 



Defined contribution plans 

401(k), SEP IRA or SIMPLE IRA - which is right for my business? How do I protect myself from fiduciary liability? As an entrepreneur, you're faced with a lot of decisions. Creating and managing a retirement plan shouldn't be one of them. We work with our corporate clients to balance plan costs and benefits to meet their unique goals of retirement savings, tax reduction and employee retention.


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defined benefit plans

In working with high-income business owners, Arbor Wealth develops strategies to maximize retirement savings and minimize your current tax liability. In some cases, implementing a defined benefit plan may be the perfect retirement plan solution. Defined Benefit plans can be the most nuanced, complex plans available, but can also provide incredible tax savings benefits to high-income business owners. 

Business succession planning

Many successful business owners spend a lifetime building a thriving enterprise, but fail to execute a succession or transition plan. As a part of our holistic financial planning with entrepreneurs and business owners, we work to maximize the value of our clients' businesses and to structure a realistic and financially rewarding succession plan.