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Corporate and Executive Benefits


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In many cases, traditional employer sponsored benefit plans may not adequately allow Executives and Highly Compensated Employees (HCE’s) to take full advantage of the tax-favored plans offered by the present U.S. tax codes.  While this situation can present certain speed bumps on the road to a more comfortable retirement, it is not a road block.  There are other ways to allow higher earning clients to be able to adequately prepare for their retirement, including minimized taxable earnings from after-tax investments and other tax-free accumulation and withdrawal solutions designed to specific situations.  Please call us for a confidential discussion on ways you can continue to build an adequate retirement savings for you and your family.     

Business & Not-for-Profit Services
  • Employer Sponsored Retirement Plans
  • Retirement Preparation Seminars for Employees
  • Investment Portfolio Design & Management
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  • Business Succession Planning & Consulting
  • Corporate & Executive Benefits
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3140 Windsor Ct.,
Elkhart, Indiana 46514
(574) 333-2083
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Investment Advisory Services offered through Guidance Investment Advisors, LLC (GIA) a Registered Investment Adviser
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  • Home
  • Services
    • Individuals & Families >
      • Wealth Accumulators
      • Soon to be Retired
      • Retirees
    • Businesses
    • Tax Planning & Preparation
  • About Us
    • Your Team
    • The Guidance Wealth Difference
    • Choose Guidance Wealth
    • Guidance Wealth in the Community
    • Watch the Guidance Wealth Commercials
  • Newsletters
  • Access Your Account
  • Contact Us
    • Careers