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Small Business Retirement Plans

Whether you're a business looking to establish a 401k plan, Simple IRA, SEP, or other type of retirement plan for you and your employees, we have the experience to help you through the process. From fund allocation to long-term planning, Excel Wealth Management can help you navigate the retirement plan landscape.

Personalized Financial Planning

Enjoying your Retirement years, saving for College education, or just putting away money for upcoming life events...these are just a few of the aspects we consider when taking into account the appropriate investments for our clients. We know how valuable it is to have financial goals for all areas of your life. Let Excel Wealth Management guide you on that path. We pride ourselves on our trustworthiness, and our belief that it is always in our best interest to make sure we continue to act in the client's best interest.

Life Insurance and Annuities

Do you want to know you've prepared yourself for when life throws you a curveball? Want to feel better about the choices you're making today for the life you want to live tomorrow? Are you leaving your family with the proper assets they will need when you are gone? Is your estate protected from the potential tax liability it may incur? At Excel Wealth Management, we will explain what we have to offer you in terms of annuities, life insurance and long-term care.

Managing Your Assets

Overwhelmed with assets in multiple places and not sure how each fits into your overall plan? Wondering if you should consolidate your funds? Confused as to what your next step should be? We're here to help. Excel Wealth Management can help you make sense of where you are and where you need to be.



  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Government Securities
  • Managed Accounts
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Money Management
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance