Business Owners

With proper planning, your business should be more than just an income stream for today. It can represent a wealth accumulation tool for the future, retirement income, or a legacy for your heirs. We work with business owners to help them identify strategies that seek their return on their business investment through tax favored investment strategies, succession planning, and insurance products.

We offer access to a wide array of products and services including:

  • 401(k) Plans
  • Profit sharing Plans
  • 403(b) Plans
  • 457 Plans
  • Defined Benefit Plans
  • Non-qualified Plans
  • Money Purchase Plans

Business - Retirement Plans

We have experienced knowledge of all aspects of retirement plans. We can help you provide a cost-efficient, employee-valued retirement program, while assisting with managing the administrative burden on your HR department. We focus on assisting with effective plan design, employee communication strategies, a diversified recommendations of investment choices and on-going plan monitoring to successfully assist our clients in meeting these goals.

As a part of LPL Financials Retirement Plan Consultant Program (“RPCP”), The Virtus Group also works alongside businesses as an advisor to their employer-sponsored retirement plans. The RPCP is a fee-based consulting platform that allows qualified advisors to provide discretionary, non-discretionary and fiduciary investment services, as well as non-fiduciary consulting services to plan sponsors using the LPL Financial corporate RIA. Criteria for RPCP selection is based upon the advisor’s experience and expertise in managing business retirement plans and the number of active retirement plans/advisory assets under management.

Employee Benefit Plans

Consulting to employee benefit plans requires a consulting firm with expertise and skill in many areas.  We can help your company provide the appropriate employee benefit plan to suite your firm.

Selection of Other Advisors

The Virtus Group maintains relationships with outside estate planning professionals, CPA’s, and insurance consultants who practice with the same service standard of excellence as The Virtus Group

****Other advisors and professionals are not affiliated with The Virtus Group and LPL Financial