Corporate Investments

We think about the future as much as you do. That’s why we offer planning services and competitive business solutions for you and your employees.

Together, we can help you set up a company retirement savings plan; a great way to attract and keep good employees with tax advantaged, company-sponsored solutions. Options include:

  • 401ks
  • Simplified Employee Pension (SEP) plans
  • SIMPLEs
  • Profit sharing plans
  • Money purchase plans

Additionally, we can create a financial strategy to support your retirement…whether it’s an IRA to supplement your retirement plan at work or an annuity for additional income. Plus, we can help you develop a plan to fund these retirement vehicles. We also have savings options designed specifically for the self-employed.

Please contact the team to ask any questions and have a no-cost, no obligation consultation.


Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency
Securities and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. Meredith Village Savings Bank is not a registered broker/dealer, nor are they affiliated with LPL Financial.

Announcements