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…
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.
or call 770 – 450 – 6625 – ask to speak to Robroy Wiley
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.
Attorney Practices – Solo and Boutique firms | Technology & Design Professionals | Restaurants | Real Estate Professionals | Event Planning & Entertainment Professionals | Coaching Professional