Navigating Employee Stock Purchase Plans
Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
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Retirement Plan Solutions
Think 401(k) plans are only for big companies? Think again! Corporate-sponsored retirement plans come in many shapes and sizes to fit the needs of many small and mid-sized businesses, and often can form a strong part of a robust financial plan for owners, executives, and key employees.
At Basepoint Wealth, we work closely with decision makers at the business to evaluate the needs of the business, and those who make it work. We'll then present you with a robust strategy for plan design, implementation, service, and employee education so that you can maximize this powerful benefit.
Strategies to add value to your employees
Offering a retirement plan where employees can save is now a standard benefit. We'll work with you on customizing a retirement plan benefit that stands out and offers your employees the services they need to enhance their financial wellbeing.
