You could say that the realization of the dream afforded to us by our founding fathers is embodied in the hard work and entrepreneurship of America’s conservative business owners. You’ve started your business from scratch or are maintaining a family legacy that is important to you and your family. The foundations of your efforts are supported by your faith and our American freedoms that often seem under attack.

One of the most important aspects of your legacy are the investments in your company retirement plan but unfortunately, you might feel forced into plugging into a retirement plan that is driven by liberal forces that do not allow you to better align your conservative values with your life and legacy. Enter Constitution Wealth.

Constitution Wealth can provide your company with customized retirement plans that will allow you, as a business owner, to provide you and your plan participants with investment portfolios that can be better aligned with your conservative values. 

Some might say this is not a big deal but if you think about what’s important to you, your family, and your employees, the power of aligning your conservative values within your retirement investment portfolios is very important indeed.

In a recent posting, The Investment Company Institute stated that 401(k) plans held $7.4 trillion in assets. Imagine how much of your hard-earned money is flowing into companies that are proactively fighting against many of the values that you hold close to your heart. It can be very frustrating as a conservative business owner to know that your money can turn into a force that fights against you.

Constitution Wealth’s retirement plan solutions provides you with an independent fiduciary process to help you start or convert an existing retirement plan with our program, utilizing best-of-industry solutions.

Highlights of Constitution Wealth’s Retirement Plan Program

  • Independent fiduciary Investment Advisor sitting on your side of the table
  • Conservative values-based portfolios that can be monitored and managed by Constitution Wealth
  • Plan design and portfolio construction
  • Due diligence on your behalf with record keepers and plan custodians
  • Customized retirement plans that can include
    • 401(k) 
    • Profit Sharing
    • Cash Balance Plans

Like you, we at Constitution Wealth are conservative business owners with a story that might be similar to yours. Let us help you align your business with your family values and add to the collective effort to affect important changes in both your life and on the national stage.

Please feel free to contact me at [email protected] for a complimentary review of your retirement plan to see how we might help.