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Business Services

Client Centered

At Medaris Financial Management, we offer our small business owner clients additional services beyond personal financial planning. We can assist you with retirement plans for your business and life insurance to fund buy/sell agreements. We offer retirement plans for businesses of all sizes. These plans include 401(k), profit sharing, and safe harbor 401(k). We also offer SEP plans and Simple IRA plans for businesses with less than 100 employees.