Retirement Planning for Business Owners

Our experience and network will guide you through the retirement planning options

Successful business owners often plan years ahead to ensure the success of their business. However, we have found an important area that often gets neglected – retirement. A well- constructed r etirement plan can provide critical tax benefits to you and your business, as well as providing benefits that help attract and maintain valued employees.

We work with business owners like you to construct the right retirement plan for you and your business. Retirement planning can be complex and confusing, but it does not have to be. Working with Oceanic and utilizing our experience and network, we will guide you through the retirement planning options based on the size of your business, your cashflow, and time until your retirement.

Various plans to consider range from:

  • 401K’s & Individual 401K’s
  • SEP’s
  • Defined Benefit Plan
  • IRA’s & ROTH IRA’s
  • Profit Sharing Plans
  • Flexible Spending Plans
  • Each plan has its own benefits and drawbacks. For more information on the advantages and disadvantages of these types of plans, give us a call or email us to receive a free copy of our Retirement Plan Chart Summary.

Our Business Partners include – John Hancock, Charles Schwab, TD Ameritrade, Aspire, Nationwide, as well as Local Administrators.

Oceanic Capital Management LLC can assist in selecting the right plan for you and your business. We select the appropriate investments, create investment models, provide employee education, develop an Investment Policy Statement (to mitigate your fiduciary liability), conduct annual reviews and benchmarking, and coordinate with Third Party Administrators, Custodians, and Recordkeepers.

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