Business Services

Business owners have enough to think about without worrying about their benefits package. From retirement plans to succession planning, we can provide the financial guidance you need so you can keep the focus on your business. Once we have worked with you to outline a strategic plan, we not only implement it, but monitor changes as the markets and your business growth fluctuate.

Kirkby, Phelan & Associates Financial Resources, Inc. offers investment plans that can help you with a wide variety of retirement choices, including:

• 401(K) and 403(B) Plan
• Pension Plans
• Profit Sharing Plans
• SIMPLE IRA
• SEP Plans
• Individual 401(K)
• Succession Planning
• We can also tailor plans to assist business owners and key personnel wherever and however possible to maximize benefits.

We’d love to talk with you! Click here to request a free consultation. Or call us now at 630-339-5600.