Business Planning

As a business owner, you’re charged with making decisions that affect the success of your company, which impacts the lives of your employees as well. Thankfully, when it comes to business planning, Retirement Pathways can help you formulate a strategy that will help you better pave the way to a thriving business that not only makes a difference in your bottom line, but attracts and retains valuable employees.

At Retirement Pathways, we understand that every company has a unique set of goals and challenges. We will sit down with you and discuss these goals to gain a firm understanding of where you are and where you want to be. Custom-tailored solutions will be offered to you to put you on the right track.

Additional Resources:

IRS – Employee Benefits

Employee Benefit Research Inst.

SEC – Employee Stock Option Plans

Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.