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Finally Planning for Retirement? It's About Time.

Whether you’re a consultant, gig worker or budding entrepreneur, you probably wear several hats. Nobody said that being self-employed would be easy. Between reviewing your next contract, navigating tax issues, and putting out fires, finding time to plan for retirement can be a challenge.

We understand your journey. We can help you develop a strategy that makes sense for you and your business, whatever stage you’re in now. And we’ll navigate different types of retirement plans, including:

Individual Retirement Accounts (IRAs)

For your basic retirement needs, contributing to a traditional or Roth IRA may be an option for you.


A Simplified Employee Pension plan provides flexibility, tax advantages and potentially higher contribution limits than traditional or Roth IRAs.


Ideally suited for businesses with up to 100 employees, a SIMPLE IRA may be an easy-to-manage solution if you're self-employed, as well.

Solo 401(k)s

Solo 401(k) plans allow both employee and participant contributions for self-employed individuals and their spouses.

So you’ve got options. But how will you know which retirement plan is best for you? That’s where we come in. We’ll review your needs and work with you to develop a tailored strategy that makes sense for you and your business. 

Call us at (630) 534-6000 to schedule a complimentary, in-person retirement plan consultation or click the button to book your online meeting.

Contact Us

1155 S Washington Street | Suite B300

Naperville, IL 60540

T: (630) 534-6000

©2022 StrategyPoint Financial LLC. All Rights Reserved. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

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©2022 StrategyPoint Financial LLC. All Rights Reserved.