How Can We Help You? We work with small and large companies utilizing tax-qualified plans to allow owners and employees to invest tax-deferred dollars for retirement. Find out which one is best for your situation.
If you are in business for yourself, you can set up a tax-qualified plan that will allow you to make tax-deductible contributions up to $55,000 a year. This is a huge advantage to the entrepreneur -- let us show you how.
We specialize in working with entrepreneurs and business owners helping them and their employees invest for their retirement.
If you are retiring, we can help you assess your financial objectives, your investment time frame, and your tolerance for risk. Is a Rollover IRA the best option for you? Using a diversified portfolio, we allocate your assets according to your financial situation. Then we monitor the portfolio in an ongoing process.
Bruce A. Kraig Associates
An unbiased, independent RIA serving our clients' best interests since 1991