Are you a business owner considering a customized qualified retirement plan for your employees?
At Solist Wealth Management, we provide fully customized plans tailored to meet the unique needs of both you and your team, all at a low cost.
Tailored Retirement Solutions
We pride ourselves on offering fully customizable retirement plans designed to meet the specific needs of your business. Our plans are crafted to provide comprehensive support and unparalleled security for both employers and employees. To ensure that your retirement plan is both secure and beneficial, we work with one of the most reputable custodians in the field – Charles Schwab.
Unmatched Support and Expertise
By partnering with Charles Schwab, we deliver a tailored retirement savings plan that benefits your employees and provides significant advantages to your business. Our solution is user-friendly, low-cost, and offers open architecture, allowing you to choose from a variety of plan options. We provide access to industry-leading tools and expert advisors who guide you through the enrollment and retirement planning process.
Key Benefits of our CRAs
- Customizable Plan Options: Design a retirement plan that fits your business’s unique needs.
- Business Tax Advantages: Enjoy tax-advantaged growth and other business tax benefits.
- Low Cost: Benefit from $0 account opening and maintenance fees and $0 per online listed equity trades.
- Reputable Custodian: Partner with Charles Schwab, a well-established and reputable custodian.
- Seamless Implementation: Our process ensures smooth and easy plan setup.
Enhancing Employee Benefits
A Company Retirement Account (CRA) with Solist Wealth Management is ideal for business owners of small to mid-sized companies looking to enhance and promote employee benefits and financial well-being. Our plans are designed to foster financial health and stability, offering employees a valuable benefit that contributes to their long-term financial security.
Get Started Today
Discover the possibilities and benefits a CRA can bring to your business. Read more below and reach out for a complimentary meeting with our team to explore our solutions.
Want to experience the Solist Wealth Management difference? Contact us to schedule a complimentary personalized meeting.
Solist’s Company Retirement Account (CRA) InformationJoin our growing community and see how Solist Wealth Management is making a difference in the financial lives of our clients. Follow us on Instagram at @solistwealth for daily updates, insights, and more.
