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Just as we work with individual investors, we realize each organization has it’s own culture and concerns and qualified plans are not one-size fits all. We work with area employers to design customized employee retirement plans that fit business needs.
We work with employers both as the agent of record and on a consulting basis. We can provide education to your employees inside or outside of an employer-sponsored retirement plan.
*WMG, Waznik Moseler Group , LLC and Woodbury Financial Services, do not give tax or legal Advice. However we will work with your tax and legal advisors to coordinate your accumulation, conservation and distribution strategies.
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