At Presidio Wealth Management, we work closely with small and mid-sized businesses in the greater Salt Lake City, Utah area. Whether they are sole proprietors or have 500 employees, many face similar concerns: juggling their financial planning responsibilities with their myriad of other everyday business tasks. Our team of professionals share years of experience serving the unique needs of business owners. We offer a number of other services designed to help you preserve your assets, diversify your wealth, and plan for the future.
Our advanced technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present a custom solution to fit our clients' personal and business objectives. Covering the full spectrum of corporate retirement plan products, we help clients determine an appropriate solution for their business, whether that is a 401(k), 403(b), SEP or SIMPLE IRA, defined benefit plan, profit sharing plan, or other option.
To help you feel confident with your plan and minimize the amount of work you have to do, we offer a number of plan level services designed to help you reduce fiduciary liability, optimize company retirement plan contributions, and evaluate plan service providers. Beyond assisting you with fiduciary support and plan benchmarking, we help your employees by offering plan participant education. We aim to increase participation and reduce deferral rates for your retirement plan. Beyond enrollment meetings, we offer educational meetings regarding financial planning, retirement, and investing.
It’s important that you have a plan for when you eventually exit your business, whether it’s selling, going public, or transferring it to a family member. We can create a comprehensive exit strategy that helps ensure you have a plan for the unexpected.
Beyond having an exit strategy, a succession plan is critical for ensuring a smooth transition and organized transfer of ownership. We can help you formalize your succession objectives and plans for life after business.
It’s important to tie together your business planning and personal wealth strategies. We can assist with a wide array of services designed to address your personal financial objectives. Learn more here.