As a business owner, your employees are your most valuable asset. It is never too early to help them plan for retirement.
DZH Phillips Wealth Management will help you determine the right retirement plan approach, and we’ll help you implement your new plan. Not only will we handle the enrollment process, we will educate your employees, helping them allocate their resources wisely and make the best possible investment choices.
Our process begins with a Client Assessment Meeting. This serves as an opportunity for us to understand your current needs and for you to discuss what has gone well in the past, as well as identify key areas where your current retirement plan can improve in the future. Once you have chosen your retirement plan, we will work with you to help ensure a smooth implementation for your business and work hard to provide a positive experience for your employees.