THE BUSINESS RETIREMENT PLANNING PROCESS

We, at J. W. Brennan & Associates, Inc., understand the needs of business owners.  With 50 years of experience, our goal is to help reduce your effort and design your plan efficiently to achieve successful outcomes.   We are here to help you identify and implement the best retirement plan options for your company.

QUESTIONS TO CONSIDER

1. Has your company outgrown its plan?

2. On a scale of 1 to 10, how would you rate your plan's level of service?

3. Have you ever been concerned about liability?

4. Do you think income tax rates could be higher in the future?

5. What has been your experience with the new fee structure and disclosure rules?

6. If you could change something to make your plan better, what would it be?

RETIREMENT PLAN CONSULTANTS

**We are independent from money managers and recordkeepers, and have access to a wide range of mutual funds, separate accounts, and other investment vehicles.

**We deliver investment advice in the context of our clients' desired risk tolerances.

**We explain the "tax attributes" and how to "maximize the contributions" to retirement plans.

**We provide full fee transparency, which means you know exactly what you are paying for.  We work to negotiate the best pricing and services for our clients.

**We are easy to get in touch with and provide a single point of contact for all your questions.