Retirement Solutions

For Corporate Groups

Our Consultation services provide truly independent advice by assisting you with selecting just the right retirement plan provider(s) for your group’s particular needs. This comprehensive approach maximizes the specialization that we offer whether you’re looking for public, corporate, or educational group solutions.

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Principles & Core Values

Each of our clients can expect to experience the core values that define our business.

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Corporate Group Options

In today’s market, corporations need to attract the top talent for their industry. A vital magnet for this attraction is a well-structured retirement plan.

Eagle Wealth Management Group can help you determine which type of retirement plan is best suited for you. Available plan options include 401(k), Profit Sharing, Money Purchase Pension, Defined Benefit, SEP (Simplified Employee Plans), Simple (Savings Incentive Match), and Non-Qualified Deferred Comp.

Let us help you design a plan that attracts, retains, and rewards your highly valued employees!

Group Options for Schools

Whether you are a public or private school, Eagle Wealth Management Group has robust options to meet your needs. We offer individual and group 403(b) plans as well as District-sponsored 457 Comp plans. These plans are versatile and can be customized to your school’s particular needs.

Eagle Wealth Management Group has numerous working relationships with teachers and school districts. We welcome the opportunity to be of service to you!

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Individual
Solutions

Group
Solutions

Church
Retirement Plans

DSTs
(DELAWARE STATUTORY TRUST)

The Time is Now

Get an Eagle Eye-View on Your Retirement Today!