CORPORATE CLIENTS
Corporate Benefits, Executive Benefits, 401(k) Plans and More
Attract & Retain
Attract talent in today's challenging job market and retain valuable employees who want retirement options in their benefit package.
Tax Advantages
Enjoy tax advantages that may be available to you as an employer offering various retirement and benefit options.
Fiduciary Protection
There has been a paradigm shift toward heightened fiduciary liability for 401(k) plans. We can help protect you as the plan fiduciary.
All the services you need,all in one place.
Whether your business is growing or established, Larchmont can help you create customized solutions that fit your business model. Implementing a comprehensive plan can help you increase your tax deductions, retain and reward employees, provide protection from creditors, and shift dollars from your business to your retirement on a tax deductible basis.
Our business planning specialists can help you adjust your plan as your business evolves from Growth, to Established, all the way to Business Success Planning.
CORPORATE BENEFITS
- 401(k) Plans
- Profit Sharing
- Defined Benefit Plans
- Cash Balance Plans
- Insurance Programs
EXECUTIVE BENEFITS
- Executive Bonus Plans
- Key-Person Insurance
- Selective Benefit Programs
BUSINESS SUCCESSION
- Key-Personnel Planning
- Buy-Sell Agreement
- Risk & Liability Management
- Succession Planning
LARCHMONT CORPORATE SOLUTIONS
Interested in our services? We’re here to help!
We want to know your exact needs so that we can provide appropriate solutions.
Let us know what you want and we’ll do our best to help.
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Check the background of this financial professional on FINRA's BrokerCheck
Securities and investments advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC
Insurance services offered through Larchmont Financial Management Co. & Independent Capital Management, Inc.
Mortgage services offered through ICM Real Estate dba ICM Lending. Estate planning services offered through Citadel Law Corporation.
SagePoint Financial, Inc. is a separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
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