INVESTMENT ADVICE & 401(k) ADMINISTRATION:
General Recordkeeping, Annual Contribution Analysis Review, Consultations regarding legislative changes, plan enhancements.
Plus 401(k) Tax Consulting from local CPA.
INVESTMENT VEHICLES FOR SMALL BUSINESS
Need help saving more for retirement? Need sound advice?
A Tax Deferred Retirement Plan can provide the answer to defer up to $49k per individual owner.
Larger Tax Defferals = Larger Account Balances at Retirement
Loan Availability on Tax Deferred Funds eliminates taxable event
Rollover IRA's & other retirement assets
INVESTMENT VEHICLES FOR INDIVIDUALS
From IRA's, College Savings Plans to Taxable Investment Strategies, Robert Rodriguez CPA/PFS, PLLC a Registered Investment Advisor has you covered. If you need to focus on Investment Advice for your situation contact Robert Rodriguez CPA/PFS, PLLC for solutions you can understand.