Business Planning, Investment and Employee Group Benefits

Finding the time and resources to select and administer effective retirement and investment plans can be complex. Or it can be as easy as calling upon TopLine Investment Services. We will work with you to evaluate, select and administer up-to-date benefit plans that can help you preserve your financial strength and attract first-rate talent.

TopLine Investment Services offers a variety of solutions for your business including:

• SEP IRAs
• Simple IRAs and 401(k) plans
• Profit Sharing Plans
• 401(k) plans
• Money Purchase Pension Plans

Note: You may wish to consult your tax professional regarding your company's specific circumstances.

Business Planning and Benefit Services

• Small business planning
• Evaluation and cost analysis of existing business, investment and employee group benefit plans
• Business retirement plan set-up and transfer
• Financial education workshops for executives, managers and staff
• Group Insurance (where available)
• Business succession planning

Individual Employee Services
(For employees and their families)

• Classic financial planning
• Asset management
• Tax-advantaged strategies
• College planning
• Retirement planning
• Long-term care planning
• Estate planning
• Trust services

Customer Service and Support

Our experienced staff responds promptly with the information and assistance you need.

Financial Education

We offer executive and staff workshops to help your business comply with ERISA guidelines.

Plan Transitions

We will work with you to assure a smooth transition when you initiate a new plan, modify an existing plan or transfer a plan from another financial institution.

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