CARROLL :: RETIREMENT PLANS & INVESTMENTS

We can help you choose the retirement plan code that best fits your business. Whether you are a large employer or a small business there are ways to give your employees a retirement plan as an incentive. Already have an existing retirement plan? Are you sure it is the right plan for you and your business? We can help! We will review your plan, and make recommendations on ways to make it more cost effective and efficient.

	401(k)		SEP IRA

	Simple IRA		Profit Sharing

	Buy/Sell Agreements		Business Continuity Plan

	Health Insurance

We will help your business determine which retirement plan and/or insurance plans best serve your unique situations and needs. In addition, we personally meet with both the employer and each individual involved in any particular plan on a regular basis.

	Mutual Funds		Annuities

	Life Insurance		Long-term Care Insurance

	529 Plans College Savings Plans

We continuously search for the best investment & insurance products available for our clients in an ongoing effort to best serve them.

View Our FAQs to find out more!




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Securities and advisory services offered through Centaurus Financial, Inc. a registered broker/dealer and member of FINRA and SIPC.

Supervisory office: 801 Sycolin Rd. SE, Suite 302, Leesburg, VA 20175, 800-699-0299. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in MI, CA, IL, and IN.