Business Owners

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

Investment Management, Retirement and Financial Planning for Business Owners.

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.