401k Simplified for Restaurant Businesses

Our Process & Services

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Investor Education

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Why Choose Us?

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  • Be competitive in attracting talent
  • Automatic payroll deductions
  • Get all the bells & whistles the big companies have.

The plan can grow with your company. At SmartPlan Investing, we have options to help your business establish a feasible 401k plan. We take out the guesswork and streamline the process for you.

My earliest restaurant memory...

It was the height of the Playboy bunny craze. Don’t worry, this story is rated G. Yes, I was six years old, when my grandmother and mother, took me to The Cottontail in Fort Lauderdale.

All the waitresses wore black unitards, black skirts, and a bunny ears and a tail. Unlike the Playboy clubs, there was nothing unseemly going on. Although the only times I was taken there was for lunch. 

I loved those Shirley Temples and the view from the dining room was of the intracoastal waterway. It was one of my earliest memories of being taken out to a restaurant. I’m sure the food was great. But what I do remember was the theme and being with my family.

 

While your team and you are creating memorable dining experiences, let us work on the details of creating a retirement package.

 

Contact Us today, to schedule a free consultation.

We understand your Small Business Retirement needs:

  • For 50 years we have been a family owned Registered Investment Advisory firm. It was started by Robroy’s great uncle and was passed onto his father, Roy Wiley.
  • We are fee based.
  • No commissions on any product, we offer.
  • We are a coaching and education financial firm.

SmartPlan Investing Simplifies...

SmartPlan Investing simplifies setting up a 401k plan for your solo or small business. A small business 401k plan can give you all the bells and whistles that the big plans have. 

Our process begins with a…

  1. Benefits questionnaire and meeting with a SmartPlan Financial Coach.
  2. Selection from our network Third Party Administrator providers – who become your partner for record keeping and due diligence on your 401k plan. 
  3. Educational meeting – with an interactive presentation ” Who wants to be a Millionaire?” and choosing your 401k mix.
  4. Electronic forms signed.
  5. Done. Set up to start contributing towards your retirement goals.

 

Call 770 - 450 - 6625 and speak with Robroy Wiley.

other Added Values that we offer.

Coaching and Education Group workshops

The Mind over Money Group Workshop series is an engaging program, that helps your employees and you.

Through our Coaching and Education Group Workshops

How our behavior can effect us from reaching our financial goals. What those signs are and how do you recognize them. We have 25 years of data that proves, we are our biggest detriment to achieving our financial goals.

We also offer financial budgeting tools. Blue Money, which puts your financial picture all in one place.