Protect Your Team While Protecting Your Assets

Your team deserves the best for all their hard work and dedication. Give them the secure retirement they deserve, while allowing yourself flexibility and capturing all the deductions you’re entitled to.

Prioritizing your goals

For businesses like yours, a retirement plan has many goals to meet. Our retirement plan consultants help you prioritize – and meet – those goals by steering you to all the right questions

You’ve probably heard the saying, “you don’t know what you don’t know.” That’s certainly true for retirement plans. There are so many different kinds of plans and so many considerations to weigh:

  • Does the plan have to cover everyone in the organization?
  • Does everyone have to get the same plan?
  • Is there a minimum number of people required to secure a plan?
  • Does everyone have to contribute the same amount or receive the same amount?
  • Does the business have to match contributions dollar for dollar?
  • How will all of this affect our taxes?

At Odyssey Advisors, we’ll help you balance it all.

We understand that you want what’s best for your team, but there are other priorities at stake. Our retirement plan consultants have decades of experience designing and administering customized retirement plans that secure your employees’ futures while protecting your interests.

When you partner with Odyssey Advisors, you choose how and where you invest. We work for YOU, not a fund or financial advisor. We’ll introduce you to all the worthy options that match your criteria, but the choice is ultimately yours.

You’ll have a partner for the long haul, no matter how your needs may change over the years. And if you decide to merge, sell, or dissolve your company, we’ll help you figure out the next steps then, too.

With Odyssey Advisors, you’ll have the guidance of an experienced retirement plan consultant every step of the way, from day one through year 25. Our goal is to take care of your retirement plan so you can focus on growing your business.

“We understand that you want to focus your time and energy on your business, not taxes and retirement. That’s why we are here to help!”

Sarah Rothenberg, ACA, ASA, MAAA, Consulting Actuary