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Investments

Investments can play a key role in your financial security plan. For individuals, a mix of qualified and non-qualified saving, income and pension plans can help achieve short- and long-term goals. For employee groups, we can offer advice on qualified and non-qualified savings and pension plans.

Group retirement and savings plans

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

Employees gain instant tax savings for their Qualified contributions, since they are made using pre-tax payroll deductions. They also receive the confidence that comes from knowing every month they are building towards retirement.

We can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

  • Qualified retirement savings plans designed specifically for groups
  • Deferred profit sharing plans
  • Defined contribution pension plans
  • Non-qualified savings programs

Contact us today to learn about how group retirement and savings plans can benefit your business.

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  • 7400 W. 110th St. STE #700, Overland Park, KS 66210 United States
  • Email: heather.dissmeyer@equitable.com

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor. For purposes of content clarification, "advisor" is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisor representatives (IAR) of registered investment advisors, respectively.  "Advisor" in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services. 

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Reflection Financial Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-127617 (Rev. 12/21) (Exp. 10/23)

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