Total Wealth Services
Retirement Planning
Build the Future You Deserve—With Tax-Smart Retirement Solutions
At Total Wealth Services, we take a strategic, personalized approach to retirement planning. Whether you’re a business owner, a professional nearing retirement, or just starting to build long-term wealth, we help you design a plan that balances income, tax efficiency, and future security.
Our retirement planning services include:
- Custom 401(k), Profit Sharing, and Defined Benefit (DB) Plan Design
- SEP IRA and SIMPLE IRA setup for self-employed and small business owners
- Roth IRA contributions and backdoor Roth strategies
- Retirement account consolidation and rollover support
- Ongoing strategy sessions to adapt your plan as life changes
We work hand-in-hand with our in-house CPAs at Total Wealth Group to ensure your retirement contributions align with your broader tax strategy—helping you keep more of what you earn while preparing for what’s next.
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Great things in business are never done alone.
They're done by a team of people.