A Simple IRA is a retirement plan for small businesses that is less complex to create and less costly to maintain.  The business establishes the plan and then each employee has a separate account with our custodian, Charles Schwab. the employees' accounts are created 


Is it right for you?

Any business with up to 100 employees can use a Simple IRA plan to help their employees save for retirement. 

I especially love working with non-profits and B-Corps!  If you've you've been wanting to offer a retirement plan as a benefit for your employees, but thought it would be too costly or complicated, let's talk!