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When it's time to choose a retirement plan for your business, how do you know where to begin? Our Raymond James Financial Services team provides personalized investment and retirement planning for individuals and group retirement plans. Did you know for as little as $10.00 per month per employee you can provide a retirement plan? And these plans provide tax benefits for you, your employees and your business.
Our Financial Advisors can also offer Asset Allocation, Life Insurance, Self-Directed IRAs, Financial Planning, Portfolio Management, and Qualified Retirement Plans for both you and your employees as well as a no-obligation Financial Check-Up of your organization's employee benefit program and your personal trust review.
In addition, we provide education and administrative support to plan sponsors and all employees. It's important that people understand their retirement plan because to us, whether you have one or many employees, the plan you choose will only be a success if every participant reaches his or her retirement goal.
Once you've chosen the right retirement plan for your business, we'll be there to provide comprehensive education on retirement planning and investing - and to answer any questions or concerns you or your employees may have. We'll let you know when it's a good time to review your plan as well - and the plans of your employees if you have them.
To get started on your retirement plan, contact one of our Financial Advisors today.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are: NOT deposits • NOT insured by FDIC or any other governmental agency • NOT guaranteed by Mercantile Bank • Subject to risk, may lose value. Mercantile Bank is independent of Raymond James Financial Services, Inc.