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Envisage Wealth | Lexington ky

401k Plans for Small Business 

A retirement plan–like a 401(k), SEP or SIMPLE–set up through your business allows you to accumulate and save for your own retirement in a tax-advantaged manner, even if you are self-employed. If you have employees, retirement plans may offer tax savings to your business while helping you attract and retain qualified employees. We can help you set up a plan that may suit your business structure and goals and/or manage your existing plan.

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Does your Portfolio fit your Risk Tolerance?

Knowing your appetite for risk is the first step in helping develop an investment plan that’s right for you. Get your risk score today!

OUR Services

Here’s How We Can Help

Wealth Management

Financial Planning

Retirement Planning

Tax Efficient Strategies

401(k) and IRA Rollovers

Asset Protection

Estate Planning Strategies

Group 401(k) Plan Management

OUR PROCESS

Customized Plans Financial Success

Schedule a Call

Let’s chat to learn a little bit about you and your reason for seeking our financial planning guidance

Discuss Your Financial Goals

We’ll take the time to talk through your current needs and future plans as we develop goals to guide the financial planning process

Start Building Your Wealth

Finding financial freedom is an ongoing process and we’re here to help support you along the way.