Nontraditional Plans

Your company-sponsored retirement plan can do so much more

Explore nontraditional investing as a way to grow your business or as an additional component of your company's existing retirement plan.

Go beyond mutual fund investing and see how your company's sponsored retirement plan also offers access to shares/ownership in your business, membership interest in other ventures, real estate, agriculture and maritime rights, assets such as equipment or livestock, and other types of loans and liens. 

REINVEST IN YOUR BUSINESS

Grow your company and minimize the inherent restrictions that come with more regulated investments.

INVEST YOUR RETIREMENT MONEY

Instead of investing your personal finances, use retirement money and reduce your tax burden in the process.

INCREASE YOUR GROWTH POTENTIAL

Give your plan and your company room to grow all while increasingly diversifying your portfolio.

THE LRS PROCESS

Discovery

Whether you’re interested in retirement savings, tax strategy, or non-traditional investments our staff of industry experts will meet with you to identify your specific goals.

Solution Design

Our custom plan designs, both traditional and non-traditional, are backed by years of expertise in the industry. We are committed to creating a plan that best satisfies your needs.

Implementation

We’ll guide you through the process step-by-step and answer any questions you have along the way. Don’t worry, we’ll do all the heavy lifting!

Guidance & Support

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

206.430.5084  |  800.974.2814  

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