FOR INDIVIDUALS
Bey-Douglas provides investment management services for individuals and families. We manage:
- Individual and Joint Accounts
- IRA Accounts
- 401k accounts
- UTMA/UGMA accounts
- Family partnerships
FOR BUSINESSES
Bey-Douglas partners with leading 401k companies and select TPAs to provide the highest level of service to all participants and sponsors of corporate retirement plans. We offer:
- 401k
- SEP-IRA
- Simple IRA
- Cash Balance Plans*
*Cash Balance Plans are little known corporate retirement plans that can be extremely effective as retirement savings tools for small to medium sized business owners, executives and managers. Ask yourself this question:
- Do I/we want to be able to put away considerably more money on a pre-tax basis than traditional retirement plans allow?
If so, a Cash Balance Plan may be a viable and appealing option for your business. Please contact us for more information.