Services for Small & Mid-Sized Businesses

Windham offers retirement plan consulting services to businesses. Our methods are fully transparent and easily understood. Our proprietary, 360˚ service model ensures that we are 100% accountable to you. Everything begins and ends with you.

Retirement Plans for Businesses

We love helping small and mid-sized companies design and implement a retirement plan for their employees. Establishing a retirement plan is more affordable than many business owners realize. Retirement plans come in all shapes and sizes. Let us help your find the right plan to meet your needs and budget, and serve your hard-working employees.

Our retirement plans are perfect for:

• Lower and middle-income staff members that need to save for retirement, and need help getting started on an appropriate investment plan.
• Highly compensated business owners, executives, doctors, entrepreneurs, and professionals that need a more sophisticated plan with deferral limits in excess of the standard 401K-only model.
  
• Companies seeking to attract top talent by offering Non-Qualified Deferred Compensation Plans that provide guaranteed income in retirement. 
  
• People who have not saved enough, and need to condense decades of savings into a few years.

The heart of your retirement plan is the Retirement Plan Guidelines document. This document sets the framework for your plan. We will review your Retirement Plan Guidelines to make sure every decision is consistent with our mutual commitments.

Statement of Purpose – A statement of your "Why". The reason you are offering your plan.

Statement of Objectives – A statement of what you hope your plan achieves for your employees and company.

Duties and Responsibilities – Clearly defines the roles of each party; you, Windham Wealth Management and any vendor servicing your plan.

Investment Objectives – Defines the varying goals of your staff and what types of investments are needed to meet those goals.

Investment Options – A menu of options from across the risk spectrum to offer a viable investment for almost any goal.

Education and Advice - We will be with you every step of the way to help make your plan a success for your employees. We will also support your employees by helping with enrollment, investment options and basic planning questions.

This site is only intended for clients and interested parties residing in states and countries in which Windham Wealth Management is qualified to conduct investment advisory services.
Windham Wealth Management is a registered investment advisor located in Portland, Oregon. Windham Wealth Management may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients, Windham Wealth Management’s web site is limited to the dissemination of general information. Windham Wealth Management does not provide personalized investment advice through this website.