As a business owner, you’re focused on the goals and strategies put in place to help ensure success
— and a retirement plan can be an effective part of any long-range business strategy. But for optimal success, it can’t be just any retirement plan. The wrong plan, managed the wrong way, can be both inefficient and expensive.
When you work with DB&Z, you’ll have the right plan—custom-tailored to fit your goals—operating in the most optimal way.
A customized plan to fit your unique situation
Retirement education for your employees
A single point-person to answer all your questions
Optional fiduciary coverage through our 3(16) Fiduciary Services
In truth, we’re part of your team.
We’ll work with you to achieve a healthy retirement by monitoring the results over the years to ensure your plan evolves as your business evolves.
And the best part? Once we’re part of your retirement strategy, we’ll manage the details of your plan ensuring it continues to meet your goals over the long-haul. Our white glove service offers you the opportunity to be single-minded about your success.
What we really deliver is peace of mind.