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.