Retirement Planning for Businesses
Planning for What’s Ahead
Spend more time focusing on your business’s growth and profitability, and less time on the administrative tasks in managing your employee retirement plan. Yeo & Yeo Wealth Management works closely with the professionals at Avantax Planning Partners, Inc. to customize plan designs that have a meaningful impact on both business owners and their employees.
Combined Specializations. Better Outcomes.
We combine the expertise of our CPAs and retirement plan specialists to help ensure that your business’s retirement plan is running efficiently and effectively. Our comprehensive services allow you to minimize plan administration, maximize fiduciary protection and produce better retirement outcomes for you and your employees.
Complimentary 360⁰ Plan Review
Assess your current plan, potential tax savings, compliance risk, employee education, and fees.
Plan Administration
We handle the daily administration of your company’s retirement plan so that you can focus on running your business.
Investment Management
Our highly credentialed Investment Advisory Committee provides oversight and helps you navigate your investment landscape.
Fiduciary Liability Protection
Reduce liability with the highest level of protection.
Employee Education & Financial Planning
Employee meetings provide ongoing investment advice and guidance.
Watch to learn more about retirement planning for you and your employees.
We connect tax advice to your wealth management goals.
Insights & Resources
Alex Wilson Receives Rising Star Award from Avantax Planning Partners
Andrew Matuzak Receives Client Advocate Award from Avantax Planning Partners
Andrew Matuzak Receives RUBY Award
Thomas O’Sullivan and Alex Wilson Earn Personal Financial Specialist Credential
Ready to Thrive?
