Corporate Retirement Plans

A Strategic Partner for Your Business

Providing effective business solutions for today’s business owner

As a business owner, you face many challenges to achieving success. The time and energy you must commit to your business can be substantial. That’s why, to help your business survive and grow, it helps to have a financial partner who understands your needs and cares deeply about your success.

Oak Point Financial, LLP is that partner. We can help you sort out the complicated financial issues you often encounter and be a strategic resource you can rely on to help your business run as smoothly as possible. We are here to simplify your financial life – in your business and in your personal life as well.

Helping you to be more competitive and profitable

We want to make your business more profitable by providing quality and cost-effective benefits that help both you as well as your employees. We will work with you to identify your business goals and recommend strategies that can help you get there.

We can help you!

  • Maximize your tax-favorable investment capability if you are a sole-proprietor.
  • Identify innovative ways to help provide tax-advantaged retirement dollars.
  • Attract and retain high-quality employees by providing cost-effective benefits.
  • Provide innovative products that will help preserve your business viability from unforeseen events.

We can help you with a variety of solutions for creating an attractive and competitive benefits package 

  • A critical factor in retaining and motivating high-quality employees.

From plan implementation and administration to funding, we can help you design a personalized benefits program that meets the needs of you and your employees as well as the needs of your business.

Our retirement plan consulting services can help you select an affordable and easy-to-maintain retirement plan that’s appropriate for your business. Whether you have one or many employees, we can help you evaluate your needs and choose a suitable retirement program for you and your business.  

We provide full service defined contribution consulting services, including:

  • 401(k) plans
  • 403(b) plans
  • Cash Balance Pension Plans
  • SEP IRAs
  • SIMPLE IRAs
  • Executive Benefit Solutions