Defined Benefit Plans/Pensions

Pension plans are becoming less and less popular in today's environment due to the overall cost involved with maintaining them. Most new defined benefit plans started in today's environment are from small business where the owners and their families want to maximize their ability to save money pre-tax for their retirement. Most older defined benefit plans have been either frozen or converted over to defined contribution plans.

Due to the annual funding calculations, proper investment management of pension plans is more important than ever. We work closely with companies to help them protect and grow their investments.

Limitations and restrictions apply to retirement accounts. Ask us for details.

49 Park Ave.

Suite 203C

Dayton, OH 45419

Have a question about our services?

Email us or:

Call: (937) 938-9105

Fax: (937) 938-9170

Securities, Advisory Services and Financial Planning offered through Commonwealth Financial Network ®, a registered investment advisor. Member FINRA and SIPC.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IL, IN, KS, MD, MN, MO, NC, NM, NY, OH, PA, SC, TX, UT, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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