Time to offer a retirement plan?

It’s a competitive job market — and a quality retirement plan can give you an edge as you hire and retain employees.

Choice Financial Investment Services offers a more personalized way. We’ll help your business—large or growing—explore your retirement plan options. And with our team in your corner to administer and maintain your plan, you can remain focused on serving your customers.

 

Our Services

 

We provide assistance with various types of employer retirement plans:

  • 401(k) Plans: Help your employees become smart and savvy savers. Participants maintain control over their contributions and investment options, while you may be entitled to a tax deduction for contributions to employee accounts. We’ll guide you through the plan formation and ongoing maintenance.
  • Simplified Employee Pension Plan (SEP): With a Simplified Employee Pension (SEP) plan, you contribute money to retirement accounts for employees. You can vary your contribution depending on your company’s financial performance, and the plan is easy to establish and maintain.
  • Other Retirement Planning: Ready for a fresh perspective on your current retirement plan offerings? Have unique needs or questions? We’ll evaluate your situation and offer customized recommendations.

 

Our Team

 Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

*The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this website and assume total responsibility and risk for your use of the sites to which you are linking.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Choice Financial and Choice Financial Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Choice Financial Group deposits and are not FDIC insured. These products are not obligations of the Choice Financial Group and are not endorsed, recommended or guaranteed by Choice Financial Group or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

LPL Privacy Policy

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of  the following states: AL, AK, AZ, AR, CA, CO, CT, FL, GA, IL, IA, ID, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NM, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WY.