helping small businesses build success

We believe that small businesses are the lifeblood of local communities. Our associates are passionate about supporting small businesses near and far by helping them establish retirement or benefits plans for their employees or revisit an existing plan.

We believe investing in your employees makes for a stronger business, and we can help you do so in a manner most fitting for you and your employees.

Retirement Savings Plans

A retirement savings plan is a great way to help you reach your own retirement goals, provide potential tax-saving benefits, and can be important to help attract and retain talented employees. There are numerous plan types, and the rules around them can be complicated. We can help your business choose and implement a retirement savings plan that best suits you and your employees.

Employee Benefits Plans

Depending on the size and needs of your business, Shore to Summit will help you evaluate employee benefits to help you attract and keep employees. We can help you consider the cost-effectiveness of different employee benefits, understand the advantages and disadvantages of each type of benefit, and work with your tax and legal professionals to coordinate a strategy to help meet your specific needs.