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Business Services

Owner and Employee Benefits

Employee benefits can be a great way to attract and/or retain key employees that are essential to the success of a business. There are many factors to consider when implementing employee benefits. Beyond the financial impact, regulatory requirements and tax consequences, as well as the sustainability of the benefits plan need to be considered. Having the wrong plan may be worse than no plan at all.
Strong Valley Wealth & Pension helps businesses establish qualified retirement plans that are flexible, sustainable, and that maximize benefits for both but there are many factors to consider when implementing and/or managing employee benefits – especially retirement benefits.

It is important to have the right plan and Strong Valley Wealth & Pension helps business clients establish qualified benefit plans tailored to their needs.

  • Attract and/or retain key employees with improved benefits
  • Understand the best retirement plan options for your business and employees
  • Ensure plans are properly designed and implemented
  • Better management and maintenance of contribution tracking and reporting

Defined Contribution and Defined Benefit Plan Services

Create 401(k) and/or profit sharing plans with defined benefits for you and your employees.
  • Preparation of an Investment Policy Statement
  • Discretionary Investment Advice
  • Investment Recommendations
  • Menu Diversification
  • Selection of Qualified Default Investment Alternative ("QDIA")
  • Performance Monitoring
  • Performance Reports
  • Fee Monitoring
  • Education Services to Plan Committees
  • Preparation of Education Policy Statement
  • Participant Education
  • Plan Search Support & RFP Management

Solo 401(k) Plans

  • Identify ideal candidates
  • Convert from old/outdated SEP plans
  • Get advice on TPA and Recordkeeper

Cash and Working Capital Management

Strong Valley helps businesses evaluate their current holdings and find ways to increase returns on cash accounts. By reviewing business performance and projections, Strong Valley also helps determine an appropriate level of liquidity ensuring that your business has funds to weather emergencies or pursue new opportunities.
  • Improve the overall financial health of your business
  • Leverage short term investments to improve business returns
  • Gain access to securities-based lines of credit for your business

Exit Strategy and Succession Planning

Exit strategies should be based on the type of business and started years in advance. It's more than just the value of your business, it's understanding how to sell, who to sell to, and how to best structure the deal.

Whether you plan to retire as an owner or sell your business, Strong Valley and its team of partners are ready to help through every stage of your business life. With decades of business experience Strong Valley brings a wealth of experience that can help you implement a clear and solid plan for succession.
  • Understand the current and potential future value of your business
  • Get access to merger and acquisition (M&A) sources
  • Develop strategies for both planned and unplanned succession

Reinsurance Contracts

Even successful businesses can be put at significant risk if the business is unable to withstand the financial strains of unexpected major events or large payouts.  Get peace of mind and reduce the financial risk to yourself, your business, the employees, and the customers who depend on you.

Learn how we can help your business today.

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Copyright © 2023 Strong Valley Wealth & Pension, LLC
Investment advisory services are offered through Integrated Partners doing business as Strong Valley Wealth & Pension, a registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice.
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