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Employer Services

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.

 Retirement Savings Programs – Build Wealth

  • 401k and Profit Sharing Plans
  • Money Purchase Pension
  • Simple and SEP
  • 403b and 457 Plans

 Conservation Strategies – Managing Risk

  • Life and Disability Planning
  • Buy/Sell Funding
  • Key Person Insurance
  • Long Term Care Insurance
  • Health Savings Accounts

 Consulting Services

  • Compliance Coordination
  • Employee Education
  • Investment Selection and Monitoring
  • Plan Design Analysis
  • Platform Analysis

Distribution Strategies – Planning your Income

  • Retirement Income Planning
  • Estate Planning Strategies
  • Charitable Giving

*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.

Contact us to talk about how we can support your business and employees. | 715-231-8800