Independent Retirement Planning
Achieving your dreams takes planning and dedication. We can help you get there.
Small business retirement planning
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
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.