Retirement Plans

Build the right retirement plan.

A well-designed retirement plan can help your business recruit and retain the best employees. It can assist your company in becoming more competitive and enable your workforce to thrive. Opal Wealth Advisors works closely with you and your staff to develop, execute and manage an effective retirement program for your company. Depending on what serves your situation best, this may be a customized 401(k) plan, 403(b) plan, employee stock ownership plan (ESOP), or profit-sharing plan.

Improve employees’ financial literacy.

Freedom from financial worry leads to a happier and more loyal workforce. We provide comprehensive education and workshops to help employees learn the skills to successfully take charge of their own financial well-being. Your entire workforce is empowered to make successful retirement decisions.