If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future, no matter how small your company. You'll also be in good company; since over 1 million small businesses with 100 or fewer employees currently offer workplace retirement savings plans. 

There are many types of retirement plans to choose from and it can be a little confusing. WHP Financial can help you choose which plan is right for your business by clearly identifying your goals. Do you want to maximize the amount you can save for your own retirement? Do you want a plan funded by employer contributions, by employee contributions, or both? Do you want a plan that allows you and your employees to make pretax and/or Roth contributions?

WHP Financial can help you establish, fund, and manage plans including:

•401(k) plan

•Solo 401(k)

•Defined benefit plan

•Profit Sharing Plan

•Simple IRA plan

•Simplified employee pension plan (SEP)

Many business owners do not take time to effectively plan for some of their business' basic financial needs. WHP Financial can help you grow your business and meet your personal and financial goals by evaluating and implementing strategies such as:


•Business Succession Plan

•Business Disability Income Insurance

•Life Insurance

•Business Valuation

•Employee Benefits

To learn more about these and other options, please contact us at or simply give us a call at (858) 550-7090.