Small Business Retirement Plans

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Are you thinking about starting a retirement plan through your business? We can help set up the plan that best fits your company. As we manage each employee’s account, we believe it is important that their investments reflect who they are and where they are headed. Our independent investment management platform allows us to tailor a portfolio to your employees personal needs and can include individual stocks and bonds, ETFs, mutual funds, and alternative investments.

We offer SEP or Simple IRA’s as well as 401(k) plans designed with your business model in mind. Whether you are a Sole Proprietor, LLC, or S-Corp we can set your company up with the right plan for you.

DISCLOSURE STATEMENT

Concinnus Financial Inc. is a registered investment adviser in the state of Idaho and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

CONCINNUS FINANCIAL

Based in the Spokane and
Coeur d'Alene area. 
Washington

Phone - 509.220.1895
Idaho Phone - 208.755.9430

©2020 - Concinnus Financial