Small Business Retirement Plans (Design and Analysis)

Welgaard provides small business owners the opportunity to partner with our experienced team of financial advisors to build a retirement plan that meets your specific needs. Whether our clients are offering a retirement plan for the first time or would like our guidance on the direction of an existing plan, we can help you! We will meet with you to learn about your company, what goals you have for your business, your employees and yourself, and then provide you with tax strategies including how much money you can put into plans.

We offer a variety of retirement plans including:

  • Traditional IRA
  • Roth IRA
  • SEP IPA (Self-Employed)
  • SEP IRA (Employee)
  • Simple IRA
  • Defined-Benefit
  • Defined-Contribution (Profit Sharing)
  • 401(k)
  • 403(b)

*Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.