Business Financial Planning

We don’t just help you and your family protect assets. We are here for your business, too. In your lifetime, you have worked hard to build your business, and it seems risks are around every corner. We can help you address these risks, and help you sleep at night.

Business Retirement

We take into account your full financial picture. Whether you have one employee or 1,000, whether you’re a sole proprietorship, a partnership or a corporation, we have a retirement plan to help you meet your organization’s needs.

We will help you implement the right retirement plan. And, if you already have a plan in place, we’ll give it a thorough review, to make sure it’s a good fit for you and your business.

  • Customize a plan to fit your needs and budget.
  • Provide advice and guidance from plan development to contribution investment options.
  • Conduct employee meetings at least annually.
  • Help select a variety of investment options.
  • Provide resources for optional record keeping and government reporting as required.
  • Review your fiduciary responsibilities.

Interested in discussing Business Retirement? Let’s start the conversation. 

request an appointment today 

  • Disclosure

    Deposit and loan products are offered by Sandy Spring Bank, Member FDIC and Equal Housing Lender. 

    Wealth products are not FDIC insured, not guaranteed, and may lose value.