Employer Sponsored Retirement Plans

FreemanFinancialServicesFreeman, Will & Niemeier has been providing retirement plan services to employers for over 40 years.  We have a dedicated team that will assist you in establishing a retirement plan for your employees, keep your plan in compliance with the various rules and regulations pertaining to qualified plans, and help with investment selection and enrollment.

We can provide all the compliance testing for your retirement plan as well.  This would include the non-discrimination testing and all governmental filings that are required.  We can serve as your one-stop shop for the establishment of the plan, on-going compliance testing, and on-going support and enrollment for your plan.

We can assist you in establishing the following:

  • 401(k) Profit Sharing Plan
    • Safe-Harbor Plan
    • Permitted Disparity
    • New Comparability
  • Individual 401(k)
  • SEP

Investment Management

Freeman, Will & Niemeier, Inc. can provide investment management services for individuals and businesses.  We can assist you in determining a proper asset allocation, selecting the proper investments, and then monitor those investments to ensure that your portfolio outperforms your chosen benchmark.

We specialize in the establishment of the following accounts:

  • Brokerage Accounts
  • Individual Retirement Accounts
    • Traditional IRA
    • Roth IRA
  • Trust Accounts
  • Education IRA
  • 529 College Savings Accounts

Financial Planning

We can assist you in planning your investments and savings around a stated goal.  We can show you how you can retire, send your children to college, or plan for a large purchase.  We will work with you to create a road map that will guide you toward that goal.  Once the roadmap is created we will then monitor your progress toward that goal and make recommendations to you along the way.  We specialize in the following:

  • Retirement Planning
  • Education Planning
  • Business Purchase/Succession Planning
  • Estate Planning