Wealth Management

Business Services

Retirement Plan Evaluation

There is no doubt that employer-sponsored retirement plans can help you attract and retain top employees. The LPL Financial Advisors with Ixonia Wealth Management can help you further understand the intricacies of retirement plans, and work with other leading providers to offer programs such as:

  • Profit Sharing with 401(k) features
  • Individual Plans
  • Simplified Employee Pension (SEP)
  • SIMPLE IRA Plans
  • Defined Contribution & Defined Benefit Plans

The Ixonia Wealth Management team can evaluate your existing plan to maximize its efficiency, explain fees, provide fiduciary education, and educate participants.

Whether you are in the beginning stages of creating a new employer-sponsored plan, or looking to review a current one, our LPL Financial Advisors would be more than happy to sit down with you and the key decision-makers of your business. Call or email them today to schedule an appointment at no cost to you!

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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