According to the Bureau of Labor Statistics, only a fraction of small businesses offer retirement plans to their full time workers.  A group retirement plan helps your company attract and retain quality employees and create tax advantages for them and for your business. It's a good way to encourage employees to save and invest for the future and show that you are willing to invest in them as well.


Retirement plans have always been a key element of employee benefit programs. Longer lifespans and lingering uncertainty about government-based plans underscore the growing importance of providing a solid plan for your employees.


Our financial professionals take these and many other factors into account when designing competitive plans that are attractive to employers and employees alike.


Some of the plans and services we offer:


Group Retirement Plans 

Group Retirement Plans at Advantage Investment Management

​​502-212-3000

​​​PERSONAL & BUSINESS WEALTH DESIGN