Nicholas Raupp, Certified Financial Planner

A strong retirement plan is one of the most effective tools a business owner has — for attracting talent, retaining your team and building personal wealth.

I help businesses design retirement plans that work from every angle. Want to explore what's right for you and your employees?

Strategies catered to business owners Here's our business owners hub

If you're a business owner, your financial strategy should support both your business and personal goals. The right retirement plan can help you save on taxes while building long-term value for you and your business.

I can help you explore options that work for both you and your team.

Workplace retirement plans for businesses Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

When it comes to wealth transfer, communication is key. Having conversations now can help avoid confusion later—and ensure your wishes are honored.

If you aren’t sure where to start, I’d be happy to guide you

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

Strategies to help delay or reduce RMDs (US|EN) During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en