- Advertising Agency
- Band Stand
- Strategic Wealth Advisory Group
- Cyber Cafe
- Tech Spot
- First Responders
- Biz Fit
- Discount Depot
- Employment Agency
- Insurance Agency
- Kiosk
- Library
- Product Department Store
- Store-It
- Moving Pros
- Retirement Center
- Tax Center
- Theater
- Court House
- Town Service Center
- Commercial Brokerage
- Advisory Department Store
- Village Pub
- Generation X, Y, and Who
Retirement Center
Consulting and Advising to corporations is a special niche that many advisors enjoy. The ability to assist fellow business owners with the myriad of challenges they face regarding their finances, benefits, and corporate retirement plans allows an advisor to touch many employees’ lives all at once.
One area of specialty covers the Defined Benefit and Defined Contribution market for business owners. This market has become more and more complex over the last 6 years as Congress has passed major tax law and corporate rule changes in this area. The future is even more unclear as Congress’ continues their saber-rattling regarding fees, advice, fiduciary rules, and the potential for fines. If an advisor thinks this is an area to look at for part-time business, they need to think twice.
THE NETWORK has many advisors who specialize in this area and can be a great resource to help you partner with them to take care of a prospective client. In addition, we have resources where we can team you up with companies that specialist in a specific area if you need a Third Party Administrator, Money Management firm, or Record Keeper.
If you have a potential case, let us know so we can help you team up with specialists in this field so you don’t “go it alone.” Please feel free to call Daxs Stadjuhar at
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.
