In today’s employment environment, retirement benefits are a critical factor in attracting and retaining quality employees. Choosing the correct plan to meet the unique needs of a business requires extensive knowledge of the retirement planning landscape. As an independent financial planning firm, we are able to work with a wide range of investment platform sponsors to select the plan and investments that best fit the needs of the business, the business owners, and the employees. Specifically, we specialize in the following type of retirement plans:
• 401(k)/Profit Sharing Plans
• 403(b) Plans
• SIMPLE and SEP IRA Plans
• Defined Benefit Pension Plans
• Employee Stock Option Plans
Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC
Wisdom Wealth Strategies and Cadaret, Grant are separate entities.
Representatives are licensed to offer securities in the following states: California, Colorado, Minnesota, Nevada,
New Mexico, Oregon, Texas, and Wyoming. Additional states may be added.