A well-chosen retirement plan is one of the most valuable benefits that business owners can provide--both to themselves and to their employees. At Bonaventura Wealth Advisors, we provide the guidance to help you choose a plan that will build and protect wealth most efficiently and cost-effectively.

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PLAN SELECTION

 

Because we understand the ins and outs of different kinds of retirement plans, we are able to accurately match particular plans with your specific goals. The retirement plan or account and the related services we typically recommend include:

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• Profit sharing plans

• Defined benefit plans

• 401(k) plans

• IRAs (individual retirement accounts)

• SEP (simplified employee pension) plans

• ERISA 3(21) & 3(38) fiduciary advisors

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By understanding your business and your goals, we can pinpoint plan providers and administrators that are the best fit for you. We also help design your plan so that it's tailored to your requirements.

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EMPLOYEE EDUCATION AND ADVICE

 

We also provide education to help employees make the most of the plan you've chosen to provide. And our services are available to help individual clients reach investment goals within their retirement accounts. Our guidance includes:

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• Asset allocation: How to diversify your portfolio across asset classes to help achieve your goals with the least possible risk.

• Investment recommendations: We provide guidance about choosing individual funds and other investments within your asset allocations.

• Rebalancing: Market changes and other factors can push your asset allocation from its original balance. We monitor your portfolio and recommend periodic rebalancing to ensure you maintain an optimum mix of investments.

 

At Bonaventura Wealth Advisors, we proudly serve as our clients' advocate in both selecting a retirement plan and making sure that it's used to its maximum benefit.