Retirement Plan Solutions

Retirement Plan Solutions

Business Retirement Plan Solutions

At Freitas Wealth Management, we recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Our flexible retirement plan solutions are designed to meet the challenges of today's busy business owner. Whether establishing a plan for the first time or converting from an existing one, our experienced retirement plan advisors will guide you every step of the way. As independent advisors, we provide access to a wide variety of non-proprietary retirement products and services which include:

  • 401(k) Plans
  • SIMPLE IRA Plans
  • SEP IRA Plans
  • Owner 401(k) Plans
  • 403(b) Plans
  • Governmental 457(b) Plans
  • Non-Governmental457(b) Plans
  • Payroll Deduction IRAs
  • Plan Review and Analysis