Presented by Alex Oliver, CFP, First National Corporation
The amount of choices that a small business owner needs to make around their benefits package can be overwhelming. Retirement plans can be both simple and complex. Luckily, First National Corporation serves as the quarterback to almost 100 small business owners across 20 different custodians and TPA’s, giving us a large sample that helps point new small business owners in the right direction. Learn more about the different company profiles and sizes that we work with and how we use your financials and demographics to install the right plan for you….(read more)
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