Businesses

We provide small and medium sized businesses with investment management and advice for owner and employee retirement savings programs. We can provide 401(k), SIMPLE IRA, or other retirement options to your employees. We work on behalf of the owner(s) to find the retirement savings plan that meets the needs of the business owners and employee participants.We provide local face to face service to each investor who participates in a corporate retirement plan.

Whitcomb & Hess Investment Advisors use independent research to select investments based on the needs of each participant of the retirement plan. Our independence allows us to select investments from a large array of mutual funds and build better portfolios for our clients. Unlike some advisors, we are not tied to a single fund family or a small potential group of funds. We seek out the best possible funds to help our clients reach their goals.

Call or email , or today and schedule a free consultation so that we can assess and help you meet your financial needs. (419)289-7007.