Business Services

Our business services are designed to help you manage your company’s finances effectively, attract and retain top talent, and ensure your business’s long-term success.

Qualified Retirement Plans

401(k) Plans: Flexible retirement savings plans that allow employees to contribute a portion of their salary, often with employer matching, to help build their retirement nest egg.
Simple / SEP IRAs: Plans designed for small businesses and self-employed individuals, offering a straightforward way to save for retirement with significant contribution limits.
Defined Benefit Plans: Traditional pension plans that provide employees with a guaranteed retirement benefit based on salary and years of service, ensuring predictable and secure retirement income.

Worksite Financial Education

Financial Planning Basics: A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.
Retirement Basics: Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.
Social Security Retirement Benefits: With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.

Executive Compensation Plans

Deferred Compensation Plans: Programs that allow executives to defer a portion of their compensation until a future date, providing tax advantages and promoting long-term retention.
Stock Option Plans: Incentive plans that give executives the option to purchase company stock at a set price, aligning their interests with those of the company and encouraging performance-driven growth.
Executive Bonus Plans: Additional compensation structures that reward executives for achieving specific performance targets, fostering a results-oriented culture.

Group Plans

Group Health Insurance: Comprehensive health coverage options tailored to meet the needs of your employees, helping you maintain a healthy and productive workforce.
Group Life Insurance: Life insurance policies that provide financial security for your employees' families, demonstrating your commitment to their well-being.
Group Disability Insurance: Short-term and long-term disability plans that protect your employees' incomes in case of illness or injury, offering peace of mind and financial stability.

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WestPoint Wealth Management was built on the values and principals of its founding members; trust, integrity, accountability, patriotism and advocacy.

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Advisory services offered through WestPoint Wealth Management LLC, a Registered Investment Advisor | Disclosure