Retirement Plan Design
SEP, SIMPLE, Solo-K, and full 401(k) plans — sized to your business and your goals.
Services
Business Owner Planning
401(k) and SEP design, succession and exit planning, and personal/business financial coordination.
Business owners face unique financial decisions that extend beyond investments. We help coordinate retirement plans, succession strategies, exit planning, key employee benefits, and the integration of business and personal financial goals. Our objective is to help business owners protect what they've built while preparing for the future with confidence.
Owner-Employee Coordination
Aligning business cash flow, owner compensation, and personal savings into one plan.
Succession & Exit Planning
Preparing for sale, transition to family, or wind-down — including what the proceeds need to do for you.
Key Person & Buy-Sell
Insurance-funded strategies that protect the business and the families behind it.
Who this is for
Owners of small to mid-sized businesses — from solo practitioners to growing companies with employees.
How we work together
- 1Business and personal balance-sheet review.
- 2Retirement plan analysis and recommendation (or redesign).
- 3Multi-year succession/exit roadmap.
- 4Ongoing coordination with your CPA and attorney.
Explore other services
All servicesRetirement Planning
Income strategies, Social Security timing, pension election, Medicare considerations, and withdrawal planning so your money lasts as long as you do.
Learn moreInvestment Management
Diversified portfolios aligned with your risk tolerance, goals, and time horizon — reviewed and rebalanced regularly.
Learn moreEstate Planning Coordination
Working alongside your attorney to make sure beneficiary designations, titling, and wealth transfer strategies are aligned.
Learn moreRisk Management & Insurance
Insurance plays an important role in protecting your financial future — coordinated with your broader retirement and wealth management objectives.
Learn moreReady for a confident next chapter?
Schedule a complimentary, no-obligation conversation with Leon Financial Services.