Small Business Financial Planning
A retirement plan can be one of the most valuable employee benefits a business owner can offer. It's not only a tax-efficient way to save for the future, it's a powerful tool to attract and retain quality employees.
- Plans for employers and employees including 401(k), defined benefit and profit sharing
- Small business plans such as Savings Incentive Match Plan for Employees (SIMPLE), Simplified Employee Pension (SEP) IRA and Individual 401(k)
- Executive services including supplemental retirement plans, bonus programs and key person life insurance
Speak to a BMO Harris financial advisor today.
BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.