A New Perspective on Investment
Retirement Planning
At Upstate Wealth Consulting, our financial professionals only want the best for our clients. Our knowledgeable professionals will work with you to coordinate all the services you need to put the proper retirement plan in place so you can reward yourself and your employees.
We will begin by uncovering where you are in your retirement planning, so we can determine if you are in the accumulation stage and investing money, or in the distribution stage and looking for income solutions. Either way, the retirement planning strategy we create for your business will revolve around its specific, targeted needs. We work with you on the various ways you can accumulate and build wealth.
All of us look forward to retirement, but many people do not take the time to consider and understand how they will finance it. As a business owner, your focus is often on running, growing, and maintaining your daily operations; yet developing a retirement plan in for your business and your employees is imperative when it comes to the health, growth, and long-term sustainability of your company.
We provide retirement planning products for businesses that include:
401(k)
Safe Harbor 401(k)
Defined Benefit Plans
Simple IRA
SEP IRA/Self-directed IRA
Profit sharing
Planning for Tomorrow Begins Today
Our dedicated wealth management advisors are committed to help ensure you with the utmost confidence that your money, assets, and estates are appropriately invested to benefit you and your loved ones.