401(K) for the Professional Group

 

 

Why partner with DTS?

  • Our Team is composed of experienced entrepreneurs and financial professionals
  • Our advisors are securities licensed and are experienced in:
    • Finance
    • Tax
    • Accounting
    • Insurance
  • Provide integrated advice for tax advantaged investment strategies:
    • Integrity is the foundation of our business
    • Independence / objective advice
    • Personal service
    • Impeccable credentials
    • Focus on YOUR goals and objectives
    • Financial Professionals, not salespeople
    • We are business managers...just like you!
    • Choose the best plan to fit your needs
    • Minimize the cost and maximize the potential returns for plan participants
    • Maximize owner/HCE contributions
    • Ease plan administration requirements
    • Establish appropriate investment selections
    • Improve employee participation
    • Reduce your liability as a plan fiduciary!