Retirement Plans

Business owners interested in sponsoring a plan can work with Issaquah Financial to design a plan specific to their needs. The types of plans implemented include 401k, Profit Sharing, SEP IRA, SIMPLE IRA, Deferred Compensation, and Defined Benefit Plans.

We can educate your employees on the benefits retirement plans have to offer, either in a group setting or in an individual meeting. During this counseling session, we work on the following areas:

  • Asset Allocation -  Based on your risk tolerance, we recommend options for an asset allocation model to fit your needs.
  • Income Analysis - Calculating one's future retirement income needs based on inflation, projected interest rates, and life expectancy. The goal is to calculate the current monthly savings needed to provide the income you desire at retirement.
  • Tax Efficiency - Developing efficient tax strategies.