“Well done is better than well said.”- Benjamin Franklin

At Saratoga Financial Services, our experience, education and credentials qualify us to provide a full array of financial services solutions to serve the needs and goals of our clients.

Business Retirement Plans

We have been helping companies establish and maintain retirement plans for their employees for over 25 years with an unexpected level of service.  With our commitment to education through regular meetings and participant workshops, we track and identify all details in order to help drive the probability of a successful retirement plan. Our services include:

• Plan Design Education of 401(k)s, 403(b)s, Profit Sharing Plans, SIMPLE and SEP Plans.
• Investment education
• Analyze existing plan’s investment options
• Educational workshops
• Participant education
• Support services for ERISA and Fiduciary Responsibilities