info@smartplaninvesting.com
Atlanta GA. 770-450-6625_ Jupiter, FL 561-744-9547

401k Plans Simplified – Solo & Small Business Owners

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.

Schedule an appointment today.

As an added feature; 401k plans include access to Blue Money - Financial Budgeting tool.

* available to all plan participants.

Why Choose Us?

Roy Wiley & Robroy Wiley

For 50 years we have been a family owned Investment Advisory firm. Our beginnings were a bootstrap approach, similar to many businesses. We understand your entrepreneur spirit and wanting to grow your vision. We also understand navigating and saving, for the later years of life, can be a task in itself. It’s one of the core reasons, SmartPlan Investing simplifies the approach for you.

 

Contact Us to schedule an appointment  

    or call 770 – 450 – 6625 – ask to speak to Robroy Wiley                             

 

What does it cost?

We pass the savings on to you. Our strategic partners and alliances help us pass savings, onto solo practices and small businesses owners.

Savings can be up to 25% on 401k Plan Set up cost or on combined functions of third party administration and custodian.

We do have partnerships with member groups in the Atlanta metro area. Please let us know your affiliation, as we are putting together the cost and plan details.

SmartPlan Investing is fee based only. We receive no commission on any product or service offered.

Professions that we serve.

Attorney Practices – Solo and Boutique firms  | Technology & Design Professionals | Restaurants |       Real Estate Professionals | Event Planning & Entertainment Professionals | Coaching Professional 

 

Features that could be included..

  • Safe Harbor Provision
  • Company Match
  • Profit Sharing
  • Tax Deductions

 

Benefits

  • Be competitive in attracting talent.
  • The plan can grow with your company.
  • Strengthen employee engagement