Business Owners

Customized Retirement Planning. For Your Business. For Your Future.

Consistently Seeking to Meet or Exceed Your Expectations

Investment Management, Retirement and Financial Planning for Business Owners.

A business retirement plan can help you attract and retain quality employees, reduce your current taxes and invest for a secure future. Empire State Asset Management, LLC (ESAM) will partner with you to design and implement a plan that meets your business’ unique situation and goals.

We Offer Full Range of Tax-Advantaged Retirement Plans*, Including:

  • 401(k) Plans
  • 403(b) Plans
  • SEP and Simple IRAs
  • Defined Benefit Plans
  • Defined Contribution Plans

Plus, Empire State Asset Management, LLC Offers You These Advantages:

  • A Full-Service Retirement and Financial Advisory Resource for You and Your Employees
  • The Potential for Significant Savings Compared to Your Current Plan
  • An Objective and Independent Advocate for Your Best Interests; No Proprietary Products to Sell
  • A Best-In-Class Variety of Diversified** Investment Options, Ranging From Major Multi-National Firms to Specialty Investment Boutiques
  • Exceptional Client Service and a High Level of Experience for All Plan Participants—Business Owners and Employees
  • Independent Analysis of Your Plan and Performance by a Qualified Plan Due Diligence Firm
  • State of the Art Systems to Support Efficient, Timely and Accurate Processing of Client Account Information and Inquiries

* Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty.

** A diversified portfolio does not assure a profit or protect against loss in a declining market.

Ready to Talk?

Let us help you take some of the mystery out of
preparing for your financial future.