Independent Retirement Planning

Achieving your dreams takes planning and dedication. We can help you get there.

Small business retirement planning
from 1 to 1,000 employees.

Are you the owner of a small business interested in maximizing your retirement benefits? Maneuvering through retirement plan regulations can be as treacherous as swimming in shark infested waters. Wells Thomas, LLC can design a qualified plan that navigates these waters and helps you reach your goals, and the goals of your employees as well.

Offer the services of an independent retirement planning professional to your clients, both large and small.

If you are a CPA or investment professional, you know that your clients need an aggressive yet compliant retirement plan. Wells Thomas, LLC can bring a value add to your services, and assist you in meeting your clients' qualified retirement plan needs.

Excellence in Retirement Plan Design and Administration