Small business owners can benefit greatly from implementing a retirement plan for their employees. These plans not only improve employee retention, they build personal retirement wealth. I am an Accredited Investment Fiduciary (AIF), which means I specialize in managing retirement plans.

Small Business Retirement Solutions

CUSTOMIZED WEALTH-BUILDING BENEFITS FOR OWNERS AND EMPLOYEES

At Sapling Wealth Management, we help business owners create customized retirement benefit packages that are cost-efficient, easy to implement, and optimized based on decades of experience.

Business retirement plans offer the potential for immediate and long-term advantages.

  • Business tax savings: Employers can deduct contributions to retirement plans on federal income tax returns.
  • Recruit and retain employees: More than half of small business owners don’t offer their employees a retirement plan. Give your business an edge on hiring and turnover.
  • Defer taxes on personal income: Retirement income often places individuals in a lower tax bracket, so delaying taxes on retirement contributions can bring significant tax savings over the long-term.
  • Greater wealth building potential than IRAs: Employer-provided 401(k)s have contribution limits that are far higher than individual retirement accounts.

I believe a full utilization of a retirement plan should be a cornerstone of any wealth creation strategy.

Sapling’s Unique Combination of Service & Value

Sapling Wealth Management’s support packages provide a combination of expertise, accessibility, and online tools that can’t be found anywhere else.

  • Local expertise: We understand the economic factors at play that specifically affect businesses in and around Seattle.
  • One-on-one support: Business owners and their employees can speak with an investment advisor at any time with questions about their retirement plan.
  • Online educational resources: An assortment of interactive online resources greatly reduce the amount of company time spent on enrollment meetings and plan design.
  • Customizable add-ons: Support packages can include weekly insights, creating personal financial goals, and online access to the world’s top financial publications.

Take a moment to browse our standard and premium service packages.

SERVICE PACKAGES

I can set up a plan for a small business with 10 employees
that is lower cost and higher service than
my 401(k) was 20 years ago at a Fortune 500 company.

Interested in finding out more?
Just click to schedule an appointment!

SCHEDULE AN APPOINTMENT

Here’s the bottom line: 401(k)s create major wealth-building benefits for owners and employees.

The best part? They are within the reach of small businesses.

Download a benefits package overview to learn how our 401(k) packages can help to build your business.

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DISCLOSURE

All content provided on this website is created and published for general informational and educational purposes only. Sapling Wealth Management, LLC is not providing any financial, investment, legal, accounting, or tax, or other advice or recommendations specific to your situation. Any information or opinions should not be used to make decisions and we strongly recommend all information and ideas should be discussed in detail with a qualified professional prior to implementation. All investments involve the risk of loss. Past performance is no guarantee of future results.

Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Also, note that such material is not updated regularly and some of the information may not be current. Content on this web site may include links to articles and information on third-party sites we find interesting. This should not be construed as an endorsement by Sapling Wealth Management, LLC or anyone associated with Sapling Wealth Management LLC. Sapling Wealth Management, LLC has no control over third-party sites. Your use of third-party sites is governed by the terms of use and privacy and security policies applicable to such sites. Sapling Wealth Management, LLC reserves the right to change how the content is managed and views reflected in the commentary section are subject to change at any time without notice.

Sapling Wealth Management, LLC is a registered investment adviser in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Currently Sapling Wealth Management. LLC handles most of its out-of-state clients via an exemption process. For more information, please read our ADV – Brochure. You can check the firm’s background by visiting adviserinfo.sec.gov.