QUALIFIED PLAN DESIGN

Whether you are a sole proprietor, a partnership of professionals, or a corporation with from one to many thousands of employees, the design of a retirement plan is unique to you.

  • We will work with you and our ERISA consultants, to design a plan tailored to your specific needs.

  • We will design a program to educate, and guide your team through the challenges of being retirement ready, when the time comes.

  • We acknowledge our fiduciary status relative to your plan in writing, and we use a disciplined approach to helping trustees select investment options, to be made available to plan participants.

Our product is simply, the knowledge, care, skill and availability we devote to each plan sponsor relationship.

Our success, is measured in the number of Americans we help prepare for a sound retirement year after to year.

Method 10® is the property of Avantax Wealth ManagementSM All rights reserved 2020

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory ServicesSM

Insurance services offered through an Avantax affiliated insurance agency

 

The Avantax family of companies exclusively provide investment products and services through its representatives.

Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

 

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.

Please note that not all of the investments and services mentioned are available in every state.

 

© 2020 by GPP Wealth Management LLC. All Rights Reserved.