INVESTAX RETIREMENT SERVICES
Welcome! We offer complete, turn-key Pension Planning for the 1-25 Micro-Business market.
INCLUDES Plan Design, Administration, Reporting and Investments in one seamless package so you can concentrate on running your business. Plans are designed with the Owner in mind.
Make the smart move.
For No-Obligation Plan Review or Free Look on how a Custom Designed Plan would benefit your business Contact:
James A Watts, CFP®
President
7211 Herrington Ne Box 307
Belmont, MI 49306
616.805.8544
INCLUDES Plan Design, Administration, Reporting and Investments in one seamless package so you can concentrate on running your business. Plans are designed with the Owner in mind.
Make the smart move.
For No-Obligation Plan Review or Free Look on how a Custom Designed Plan would benefit your business Contact:
James A Watts, CFP®
President
7211 Herrington Ne Box 307
Belmont, MI 49306
616.805.8544