Broker Check

Employer Sponsored Retirement Plans

Let’s face it, if you’re a business owner, you have lots of things to attend to on a daily basis. While retirement planning might be on your list of things to do, it might not make it to the top for quite some time, and even if it does, how do you go about setting up the right plan for yourself and your employees? While it might be easier to put it off, the longer you go without a retirement savings plan, the more you will have to save in order to make your retirement plans a reality.  At Barker Financial, we can help.

We will meet with you to learn more about your company and your goals, and talk with you about retirement plans that make sense for your company. Once we select a plan, we help you with documentation and account opening. If you have employees who will be participating in the plan, we also offer educational seminars to help them understand the plan and its benefits.

On an ongoing basis, we will provide continuous oversight of your accounts, a sounding board for any questions you might have, and periodic discussions to make sure you remain on track to meet your goals.

Running a business is hard work. Let’s talk about how we can help with your retirement planning and let you get back to doing what you do best - building your business.

<p>Choosing a Retirement Plan that Fits Your Business</p>

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More
<p>Is a SEP-IRA Right for Your Business?</p>

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn More
<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Right Plan for Retirement Starts With the Right Information

The Right Plan for Retirement Starts With the Right Information

Do you know how to:

Determine your actual costs in retirement?

Control and minimize debt?

Build your assets?

Save enough money before you retire?

Have the income you need after you retire?

Get the answers you need in our free guide, Five Ways to Stay Confident in Retirement.


Learn More About Our Financial Planning Services

Learn more

Learn More About Our Wealth Management Services

Learn more