We understand the challenges that business owners face in regards to reducing corporate tax liabilities, deferring earned income, satisfying existing employees, and appealing to future talent. Did you realize the implementation of a retirement plan can positively affect all of these areas?
At Geier Asset Management, we believe that, as a business owner, your time is most valuable servicing existing clients, finding new opportunities, and overseeing business operations. Therefore, our retirement plan platform allows us to add value to your business while benefiting both you and your employees on a personal level.
Fiduciary liability, increased administrative requirements, and market uncertainty and volatility have caused many retirement plans to become too expensive and burdensome for business owners. Finding the right retirement solution that consists of an independent fiduciary, administrative and recordkeeping team, and investment advisor can be difficult.
That’s why Geier Asset Management has partnered with Columbia Benefits Consultants, Inc. to offer a comprehensive retirement plan solution for businesses like yours. A solution that is advantageous for both the plan sponsor and the plan participants.
Our capabilities include:
We are firm believers that the bundled, cookie-cutter retirement plans are not just expensive, but poorly suited for both the business owner and the plan participants. We tailor our plans to ensure the goals and objectives of both principals and employees are achieved.
Our retirement plan solution has increased the profitability of businesses while providing an effective tool for attracting and retaining employees. Custom portfolios, tailored to match the risk tolerance and objective of each participant, have added tremendous value to our clients’ businesses and their personnel. Geier Asset Management’s custom solution can help your company meet its retirement goals. Let us help take your firm to the next level.