Meet Roxanne Fleszar


Retirement Plans for Small Businesses

Simplified Employee Pension Plans, also know as SEP's, and SIMPLE Retirement Plans allow owners and participants to contribute more than is allowed in an IRA. They are cost effective and easy to maintain too!

What You Need to Know About IRAs 

Many clients ask about Individual Retirement Accounts. In this video, I review the most common options.

Contact Us

Phone: 305.295.9628                   Toll Free: 888.844.SAVE (7283)                     Email Roxanne


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