Business Services

Caviness Wealth Management provides customized retirement plan strategies for both small businesses and the self-employed. We start by evaluating your current retirement plan, then assist you with implementing a new retirement plan designed to manage the needs of your business & employees. We also have the ability to help companies evaluate and modify existing retirement plans to ensure that benefits are maximized.

As part of our process, you will have a dedicated financial advisor to assist you in setting up and choosing custom features for your retirement plan. Because we are an independent firm, we ensure the selections are the suitable options for you or your employees, nobody else. The next step is to educate employees about the plan and investment options. Once employees have learned about the retirement plan, we help them get enrolled.

Once the plan is up and running, we are there to help employees make investment decisions, setup online access, and make changes to their profiles. This is a key difference between Caviness Wealth Management and other larger firms. We are always available; no matter how big or little the task. Our passion is helping you achieve success while providing ongoing education and updates to clients.