Business Planning

Did you know that retirement plans could be one of the least expensive benefits a business offers to its employees?

Some pre-tax retirement plans have annual administrative costs of $15 per year paid by each account holder. For one type of retirement plan the employer matches 1, 2 or 3% of the gross salary of participating employees and owner.

Norumbega Financial will guide you and your employees in determining their risk tolerance and help choose the best investment option for each person. On-site annual investment reviews are standard and part of our service. Compensation for Norumbega Financial is received through commissions and is explained during sign-up meetings with participants.

Marion Syversen, owner of Norumbega Financial, follows-up with her clients keeping them informed of how the market, and their specific investments, are performing. She may suggest different investments depending on discussions with each client and she is concerned about the performance of your investment choices. No matter what an individual's level of knowledge Marion will help you feel comfortable with your investment choices.

Clients stay year after year because of Marion's attention to the details of their retirement plan and her commitment to the plan's smooth operation. Working with your firm's payroll service or bookkeeper we strive to make things as easy as possible. Marion also works hard to assist you in reaching your personal and professional investment goals and those of your employees.

Marion is featured every Tuesday at 6pm on the Fox affiliate in Bangor Maine.

Insurance and Annuities

As a business owner with plenty to think about, you can count on us for help. We'll suggest options that may allow you to supplement retirement plans, prepare for the unexpected, and reward valued employees.

  • Buy-sell Funding
  • Key-person Protection

 



Marion Syversen, Author

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