Business Services

Caviness Wealth Management, LLC, provides retirement plan strategies for small businesses. Whether you have hundreds of employees or are a sole proprietor, we can assist you with setting up a new retirement plan. 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 with setting up and choosing custom features for your retirement plan. 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, LLC and other firms. We are always available and provide ongoing education and updates to clients.