Business Retirement Planning

If you are an employer, you realize the importance of providing your employees with an attractive and effective retirement plan. A well-run retirement program is a cooperative effort. At SFA,LLC, we have the dedication and experience to help ensure your program is a success. We also understand how essential it is to provide employers (plan sponsors) with a partner in plan administration and employee education.

SFA, LLC has the resources to offer plan sponsors and participants access to valuable partners in retirement plan administration and employee education. Our retirement  programs are designed to accommodate your business by providing:

  • Flexibility in plan design and investments
  • On site enrollment presentation
  • The opportunity to take advantage of  tax-deferred investments
  • On site reviews of your retirement plan for both the plan sponsor and the participants
  • Opportunity for individuals to have a no-cost personal financial plan created to reach all of their financial goals

MORE SERVICES

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Financial Planning

At SFA, LLC we create a special relationship with our clients by personally meeting with them to understand their individual financial needs and goals. Though each client’s needs are unique, we generally approach all of our client relationships with a comprehensive financial planning process.

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Education Planning

No one needs to tell you College is expensive and getting more so every year. American families rank saving for college as one of their most important priorities. Most parents are not saving enough to meet their goals. Many families scramble when it comes time to pay tuition, putting not only their children’s future at risk, but also their own.

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Insurance Planning

Insurance is a very important aspect of financial planning and having the wrong type or not enough can have catastrophic effects. SFA, LLC offers a complete range of products in the insurance field, and our brokers are not captive to any one product sponsor. This allows us to offer very competitive premiums and products.

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Income Planning

In today’s financial environment, investors are looking for safety and security but also need a rate of return that keeps pace with inflation and helps meet retirement income goals. At SFA, LLC, we will provide a no-cost Income Projection to help retirees or those approaching retirement determine what investments can help achieve income goals.

retirement_planning_carson_city
Business Retirement Planning

If you are an employer, you realize the importance of providing your employees with an attractive and effective retirement plan. A well-run retirement program is a cooperative effort, At SFA,LLC, we have the dedication and experience to help ensure your program is a success.