Charles Schmitz    
Arlington Heights, IL    
Phone: 847-392-9268    
Heritage Partners: Making Trusted Financial Advice A Tradition

Retirement Planning
   Looking At Retirement
   Decisions At Retirement
   Living On Your Investments
   Providing A Legacy
   Health And Independence
Plans For Small Businesses
Who I Am
Community Programs

Retirement Plans For Small Business Owners And Their Employees

As an employer you work hard for your business and for your family. You also work hard for your employees and their families. Providing strong employee benefits is one way you can show your care and concern for your employees and at the same time improve the return you receive from your business as a business owner.

Tax qualified retirement plans, such as 401(k), SIMPLE and SEP Plans, Profit Sharing, Money Purchase Plans, and others, provide a substantial way of saving for the future with pre-tax dollars. You and your employees earn interest on your money, on the accumulated interest you have earned, and on the taxes the government hasn't collected.

The responsibility of selecting a proper plan for yourself and your employees, and selecting appropriate investment choices, lies with the plan sponsor, you, the business owner. After taking over the responsibility for the enforcement of many retirement plans, the Department of Labor is taking a very active role to see that plans are set up according to the law.

With proper guidance the choices are easily explained and decisions made. Working with a team of retirement experts provides the guidance to satisfy all laws, provide employees with an excellent benefit, and provide the benefits of business ownership you expected from your hard work.

It starts by setting aside an hour to talk.

Exit Plans and Strategies --- Protect Yourself, Your Family, and Your Employees and Customers

Early planning can have a tremendous impact on your lifestyle, your family's ability to reach the goals you have set, and continued productive relationships for your employees and customers.

Where do you want to be in 5 years?

Heritage Partners, Arlington Heights, IL Phone 847-392-9268

Securities and Investment Advisory services offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member: FINRA/SIPC.
Heritage Partners and Ausdal Financial Partners are independently owned and operated.
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