Retirement Planning

Whether you are a sole proprietor, a partnership, an LLC or LLP, a non-profit or taxable corporation, there are several types of qualified retirement plans that can meet your veterinary practice needs. A retirement plan can serve many purposes, from tax sheltering income to attracting and retaining employees.

Our expertise in a wide variety of areas allows us to consult on all aspects of a retirement plan. We can assist you with adding value to the structure and design of a plan to helping avoid some of the common pitfalls of fiduciary exposure.

Our experienced professionals provide successful plan design, documentation, administration, and investment management of your practice’s retirement plan. Our continuum of services and solutions are customized based on factors such as funded ratio, existing and projected liabilities, investment beliefs and constraints, and broader long-term objectives.