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Tag: 401k

Retirment Plans For Small Business Owners
November 2, 2021

By: Joseph Vecchio / 1 Comment

Common Retirement Plans For Small Business Owners

As a business owner you have many options when establishing retirement plans. Several key factors, specific to each client’s unique situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart. You can use this guide […]

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Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.