Business Owners:
If you own a business, large or small, and you’re looking to start a retirement plan or evaluate your current one, we can guide you.
With no two companies being alike, we can help with the design or redesign of a retirement plan to meet the wants and goals of your business.
Staying within the rules and regulations can be daunting, but you don’t have to go it alone.
We’ve teamed with talented professionals that have years of experience and advanced technology to help from the beginning consultation, plan design, documents, administration, and compliance testing.
We help you focus on your business by providing plan administrators, not call centers. We make it easy.
Wealth Management & Advisory Services:
Grow, preserve, and protect your wealth with the Dakota Advisory Team.
Our team is partnered with a fee only Registered Investment Advisory (RIA) firm, RIA Advisory Group LLC, that was founded in 2008. Our advisors provide investment management, advice and planning services to families, physicians, and small businesses nationwide.
Our goal is to treat clients with integrity and follow the highest ethical and fiduciary standards. We offer transparency in everything we do.
For more information about our advisory services go to: www.riaadvisorygroup.com
Income in Retirement
You’ve saved money. You’ve invested. But do you have enough?
The number one fear of most retirees is running out of money. Will it last? If you would like to know, you should. We can show you how.
Our process is called ‘My Plan After 50’. This process looks at all of your pieces; social security, pensions, retirement savings, real estate, investments, etc. When do I turn income on? How does income tax affect things? What about inflation? What if the market crashes?
Have we addressed the 8 key retirement risks? We look at all of these questions with you. Simple, straight forward and easy to understand.
Click on the video below to learn more.