Welcome to O'Brien Financial Planning
This is a very high level view of the types of retirement plans available to business owners today.
The type of plan you choose comes with it's own set of benefits and restrictions. You should make sure you receive expert guidance in selecting the type of plan that best meets your unique set of needs and that helps you achieve your goals.
As this diagram shows, for one or two employee businesses with the ability and desire to maximize their contributions to a retirement plan, the choice of a retirement plan can play a significant role.
O’Brien Financial Planning, Inc., A Registered Investment Adviser / 3761 Westerre Parkway, Suite C Richmond, Virginia 23233 / 804. 965.6200 / Dave@OBrienFP.com
The aforementioned material is a product or service listing and is not intended to be an offer for the sale of securities products. Securities are subject to investment risk and values will fluctuate. O’Brien Financial Planning does not offer tax planning or legal advice. Please consult with your attorney or accountant before finalizing or implementing any tax planning or legal strategy. Securities and Investment Advisory Services offered through O’Brien Financial Planning, a Registered Investment Adviser.
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