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Qualified Retirement Programs

Focusing on providing employers with strategic solutions for retirement, key person and business continuity programs.

Qualified Programs (i.e., 401k, SEP, Simple IRA)

  • Complete design, administration, and communication
  • Provide participant education programs
  • Group and individual meetings
  • Annual, Semi-annual, or Quarterly meetings

Other Business Owner Programs

  • Qualified pension and profit sharing plans
  • Key Executive and Corporate Benefit Programs - deferred compensation plans, split dollar programs, salary continuation programs and Key Man plans
  • Insurance based programs - Business Owned Life Insurance, Disability Insurance

You have spent your life BUILDING other people's dreams, who is helping you BUILD your dreams?  Joe Duffey, can show you PLANS and DESIGNS to build YOUR Financial Foundation for Retirement.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.