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Retirement Plans & Corporate Services

CFO4Life has a long history of helping businesses of practically any size. Whether you are seeking to transition ownership of your company, improve corporate benefits, or more effectively reward and retain employees, our advisors can help.

One of our main areas of focus is in the retirement planning services, predominately with pension plans and 401(k)s. CFO4Life can help you and your firm monitor and manage investments, customize employee education, control costs, provide web based financial tools, and much more.

We have found that employees truly appreciate the ability to talk to our team of CPAs and CFP®s as part of the educational services that we make available to plan participants.

In addition to strengthening your firm and its key employees, we can serve in an advisory capacity that may reduce possible 401(k) related liabilities. Whether you are an executive or plan administrator, we will help serve in a fiduciary role by helping select and monitor core investments in your company’s retirement plan. CFO4Life will act in your best interest at both the personal and business level.