Corporate Strategy

The truism that a retirement plan is critical for both employers and employees cannot be overemphasized. However, for a business owner who is always busy in the day-to-day running of the business, the time and the effort involved in choosing a plan can seem taxing. Luckily, this is a problem that The CGMA Group, LLC understands and we are ready to chip in and offer a solution. We can be of use to your business in preparing a corporate strategy with regards to a retirement plan. Our job is to assist you as a business owner to get a retirement plan that is fair to you and your employees.

At The CGMA Group, LLC, we understand that the suitability of the various employer-based retirement plans available in the US market differs from one type of business to another. The most popular employer-based retirement plans include 401(k), 403(b), SEP and SIMPLE.

The terms of these plans can differ significantly from plan to plan and from institution to institution. We will conduct extensive market research for you and help you in picking the right retirement plan for your business. The Financial Advisors at The CGMA Group, LLC are independent Financial Advisors.

If you want to have the most appropriate corporate strategy with regards to retirement plans, you can count on The CGMA Group, LLC for an unbiased opinion based on market facts and the nature of your business.

Diversification and asset allocation strategies do not assure profit or protect against loss.

The CGMA Group, LLC is made up of respected advisors based in Maryland who serve individuals and companies throughout the United States with a focus in the Baltimore-Washington region.

Contact CGMA, LLC

    OK!

    Phone 410-761-2462

    Address 6755 Business Pkwy, #408
    Elkridge, MD 21075

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, and member of FINRA and the SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and The CGMA Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, IN, MA, MD, MN, NM, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT and WV. No offers may be made or accepted from any resident outside the specific states referenced.

    Cambridge’s Form CRS (Customer Relationship Summary)

    We cannot accept trade orders through email or via this web interface. Important letters, email, or fax messages should be confirmed with a follow-up call to (888-923-5660). Our email service may not be monitored every day, or after normal business hours.