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We can help you choose the retirement plan code that best fits your business. Whether you are a large employer or a small business there are ways to give your employees a retirement plan as an incentive.  Already have an existing retirement plan?  Are you sure it is the right plan for you and your business?  We can help!  We will  review your plan, and make recommendations on ways to make it more cost effective and efficient.          

  401(k)   SEP IRA
  Simple IRA Profit Sharing
  Buy/Sell Agreements Business Continuity Plan
  Health Insurance  
  We will help your business determine which retirement plan and/or insurance plans best serve your unique situations and needs.  In addition, we personally meet with both the employer and each individual involved in any particular plan on a regular basis. 
  Mutual Funds   Annuities
  Life Insurance Long-term Care Insurance
  529 Plans College Savings Plans

 

We continuously search for the best investment & insurance products available for our clients in an ongoing effort to best serve them.

View Our FAQs to find out more!
 
   
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  Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC a Registered Investment Advisor
 
Carroll Retirement Plans & Investments and Centaurus Financial, Inc. are not affiliated.
Supervisory Branch: 1602 Village Market Blvd SE, Suite 430 Leesburg, VA 20175 (800) 699-0299. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in MI, CO, IL, FL, UT and IN.
 
     
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