Our Services

We offer a specialized set of services to guide you through the planning and setup of investment options for your small business 401k, SEP or other qualified retirement plan. Our simple and effective portfolios offer a wide range of funds to choose from, giving you and your employees the flexibility to personalize investment strategies at any time based on your risk tolerance and financial goals

Wealth Management

Create tools for your employees to help them take control of their retirement through automatic payroll deductions and leveraging a proven approach to creating wealth through dollar cost averaging

Tax Planning

"It's not just what you earn, but what you keep" - taxes can have a significant impact on long-term investment returns, and 401k/SEP savings plans are a great option for your employees to reduce their annual tax obligation

Employee Benefits

Defined contribution programs like 401k/SEP plans work in concert with other benefits you may offer your employees such as group health or life insurance

Investment Strategies

Architect the most effective and flexible plan for your employees, giving them a full complement of investment choices. Portfolio options range from equity ETFs to target income funds to bonds

Let's Connect

Please drop us a note to introduce yourself and share how we can help you help your employees and your business

847-648-0206

info@mj-wealth.com