Employer & Individual Retirement Plans

Employer-Sponsored Plans

Sax Wealth Advisors understands how important retirement planning is. Retirement is the culmination of your hard work, years of saving, discipline and dedication. As an employer who provides retirement plans to their employees, you understand and display this importance by providing participants with the options needed to develop a great source of income once they reach that milestone in their lives.

Sax Wealth Advisors is a valuable partner to businesses by acting as a fiduciary, and offering retirement plan design and administration for plan sponsors and their participants. We offer trustworthy objective advice and comprehensive services, such as:

  • Retirement Plan Design
  • Management of Investment Portfolios
  • Employee Education Programs
  • Participant Enrollment and Support

Sax Wealth Advisors provides recommendations that put you in the best position to make important investment decisions that will have a lasting impact on your participants’ retirement years while lessening your fiduciary responsibilities and minimizing your risk.

Retirement Planning

It has been imparted on us from a young age the need to save for our later years, when we untether from the workforce and enter retirement. This is not something to put off or take lightly. There are many complexities and avenues to consider when you begin to plan for your retirement, and it is imperative that you have the right partner in place to effectively guide you in meeting your goals and position you to continue to live the lifestyle you’re accustomed to.

Wealth accumulation is an important component to retirement planning, and Sax Wealth Advisors takes the unknown out of future wealth management by helping you to identify the following:

  • What are my long-term financial goals?
  • When can I retire and be financially secure?
  • What are the tax consequences of my decisions?
  • How much risk is appropriate?
  • What is the best approach for investing when in retirement and as I approach?
  • What is my distribution strategy in retirement?
  • Where should I take money from and in what order during retirement?

Sax Wealth Advisors will help you build an effective planning strategy that supports your retirement goals and needs. We will then monitor it every step of the way to keep you on track while you enjoy the next chapter of your life you’ve worked so hard for.