Retirement Planning Services

We help businesses identify and plan for new leadership, identify exit strategies, and establish company pension, benefit, succession, and estate plans.

How Can We Help?

Submit the form below to let us know how we can help with your retirement planning needs.
Couple in kitchen

Providing Clarity Ahead of Retirement

Whether you are a sole proprietor, a partnership, or a corporation, we serve business leaders in identifying and planning for new leadership, establishing succession and estate plans, identifying exit strategies, establishing company pension plans, and more.

Corporate‐sponsored retirement plans provide one of the few good tax shelters remaining and are integral in helping you recruit, retain, and reward valuable employees. They can be structured to provide large benefits for business owners and key executives at a minimal cost and provide qualified benefits for the company’s other employees. Not only can we help you choose the right benefit plan for your business, but we can also include the most advantageous features or combination of features, such as:

  • Safe Harbor 401(k)
  • Cross‐tested contributions
  • Age‐weighted contributions
  • Automatic enrollment

One Team, Complete Financial Picture

We can also collaborate with the investment advisor of your choice on your behalf. If you are not currently working with an advisor, we can provide you with one. When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete and clear financial picture.

Our Services

We offer specialized retirement planning services to professionals transitioning out of the corporate world/workforce and into their new lives as retirees. Start realizing your life-long dreams today with W3 Financial Group by your side!

Defined Benefit & Contribution Planning, Analysis & Consultation

We can help you determine if a defined benefit plan is right for you. Pension payments are calculated using length of service and salary at the time of retirement.

Estate Planning & Compliance

What you leave behind is subject to many regulations and stipulations. We can help you understand the pros and cons of different will/trust structures to make informed decisions.

Exit Strategies

Get consultation and management tailored specifically to business owners, including succession planning.

Retirement Planning

Whether you are an employee or a business leader, we can help you through the retirement process with the goal of getting back what is worthy of your time invested.

Succession Planning

We can help you establish a succession plan that allows new leadership to take the helm and continue growing your organization, giving you peace of mind in your retirement.

Third-Party Pension Administration

Whether your company has a 401(k), a profit-sharing plan, a defined benefit plan, or a cash balance plan, we can help you monitor your pension and remain compliant.

Meet Our Team

Our team of CPAs, business valuation analysts, staff accountants, financial advisors, financial paraplanners, and client service administrators love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.
Meet the W3 Financial Group accounting team.

Explore Our Process

We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.

Build a Complete Financial Picture

Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.