Attract and retain great employees with excellent benefits. And help ensure your business is prepared for the unexpected.
Retain and Care for Your Employees
As you work to grow your business, one of the big concerns for every company is finding and retaining great employees. You spend so much time working on financials, operations, strategy, culture, etc. but none of matters if you cannot acquire and retain excellent staff.
Having an excellent benefit package is key to doing this. The struggle comes with understanding and maintaining all the moving parts. At Southwest Wealth Strategies, we work with a many businesses to help them manage their 401K, health insurance, retirement planning, disability income insurance, long term insurance and more.
Utilizing financial professionals who focus on benefit planning helps ensure you have a competitive and comprehensive platform for employees and allows you to focus on growing the other areas of the business. We are here to help.
Protect Your Business from the Unexpected
As things go better and better in your business, make sure you are ready and prepared for the unexpected.
There are a variety of things that, if not planned out in advance, can undo all of the years of effort you have put into your company. Let us help make sure you have planning in place for all eventualities like potential partner issues, physical injury, death of key stakeholders, or succession of the business shares.
We focus in key areas such as defined contribution plans, executive deferred compensation, 401K, IRAs, SEP IRAs, defined benefit pensions, life insurance, buy/sell/transfer agreement funding, key person planning and so much more.
We have seen too many business pay a steep price when a bit of pre-planning could have prevented operational and financial tragedies. We are here to help.