Oakway Financial: Financial Guidance for Job Changes, Retirement & Major Life Transitions
Whether you’re changing jobs, preparing for retirement, or navigating a company buyout, we help you make informed decisions around your investments, taxes, and insurance so you can move forward with confidence.
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Small Business Retirement Plan Options: What You Need to Know
Small Business Retirement Plan Options: What You Need to Know

Small business owners can secure their future and attract top talent with the right retirement plan. Options like SEP IRAs, SIMPLE IRAs, and 401(k)s offer tax advantages, flexibility, and tailored solutions for businesses of any size. As a financial advisor, I specialize in setting up plans that meet your unique needs. Contact me to explore the best retirement strategy for your business.

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Retirement, InvestingBrian LipsettOakway Financial LLC401(k), IRA, ROTH, SEP IRA, retirement