Florida Company Retirement Account Management

Business ownership brings added flexibility and complexity to retirement planning. The many retirement plans available allow us to build one that fits the specific needs of your business and life. This will vary based on many factors including your income, future income, desired savings, existing savings, employee characteristics and spousal access to retirement plan.

By working closely with business owners, we can ensure their company retirement plan is the right one for their business and family. Whether you are considering starting a new retirement plan or evaluating your existing one, you'll want to make sure you are looking at all aspects of your financial situation.

Some of the plans we'll evaluate are:

401(k) Profit Sharing Plans
Individual 401(k)
SEP IRA
401(k) and IRA Review
SIMPLE IRA
Defined Benefit Plan
Money Purchase Pension Plan
Cash Balance Plan

Contact Information

Jake Carris Financial Planning is a family business

Contact Jake Carris Today

Jake Carris Financial Planning is an Investment Adviser registered to the States of Florida and Pennsylvania. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (407) 489-1186 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from JCFP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.carrisfp.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.