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cetera investment services

Small Business Retirement Plans


citizens investment services

A retirement plan may help to:

• Reduce business taxes

• Provide potential tax credits

• Build retirement savings for you and your employees

• Provide an attractive benefit to recruit employees

• Reward and retain valuable employees


Benefits of working with Citizens Investment Services:

Guidance - Citizens Investment Services will help you determine which retirement plan best suits your company’s goals.

Flexibility - Choose from a wide variety of retirement plan options offering numerous choices of investments and administrative services.

Efficiency - Citizens Investment Services offers the complete service, saving you time and money. Full arrays of retirement plan service providers are available to fulfill your needs. These firms provide “turnkey” programs that wrap plan documentation, plan administration, investments and employee education into one bundled product.


Retirement Plan Options

• Simplified Employee Pension (SEP) IRA

• SIMPLE IRA

• Profit Sharing Plan

• 401(k)

• Safe Harbor 401(k)

• Money Purchase Plan


Contact the Citizens Investment Services to inquire about a new plan or have your current plan reviewed.


Disclosure


Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member SIPC/FINRA, Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affilited with the financial institution where investment services are offered. View Cetera Investment Services privacy policy and other important information.


Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to personal outside the United States.


Consult your tax counsel for advice and information concerning your personal circumstances. Neither Primevest, nor its representatives may give tax advice.



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