Retirement & Investment Solutions

You have goals, we have answers

We offer sophisticated solutions for company sponsored retirement plans and exceptional investment options for businesses, owners and investors. 

Leading Retirement Solutions provides retirement plan services for businesses. We recommend and implement retirement plan solutions that make it as easy as possible for emerging business owners to offer solid retirement planning solutions to their employees.

Our team of highly trained and credentialed professionals provide a variety of retirement plan services to our clients, including plan design, plan administration, and recordkeeping. Leading Retirement Solutions also provides tax sheltering and retirement savings solutions for business owners, investors and their family members.

START A RETIREMENT PLAN

Increase the value of your business with a retirement plan.

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UPDATE A RETIREMENT PLAN

Make sure your plan meets your organization's ongoing needs.

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SOLUTIONS FOR PARTNERS

Upgrade your level of service with help from LRS.

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NON-TRADITIONAL PLANS

Your company-sponsored retirement plan can do so much more.

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ROBS AND ESOP PLANS

Use your retirement funds to start or grow your business.

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CANNABIS 401(k) PLAN

Leveling the playing field for cannabis companies.

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Let us design a plan to meet your company's goals

206.430.5084  |  800.974.2814  

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Our 2nd annual retirement gap study will surprise you!

With our most recent study we found that women are more likely to hire a financial advisor, the number of women business leaders not saving for retirement has increased, and supporting dependants affects women's retirement saving habits more than others. For more information about the key retirement savings trends of women business owners and leaders, check out the full study by following the button below.

FULL STUDY

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