Retirement Planning Managed In-House.

At Graves-Light, we work with business owners and HR teams to provide retirement planning and investment options to offer their employees. Most of our portfolios are developed and managed in-house, giving us flexibility and control over your investments so you can grow and save. Available options include:

Retirement Planning Managed In-House.

At Graves-Light, we work with business owners and HR teams to provide retirement planning and investment options to offer their employees. Most of our portfolios are developed and managed in-house, giving us flexibility and control over your investments so you can grow and save. Available options include:

  • 401k
  • 403b
  • IRA
  • 457
  • Roth 401k
  • SIMPLE IRA
  • SEP
  • HSAs

Your Employees Benefit From Our Expertise.

Our team brings decades of experience in diverse fields to provide a big-picture approach to managing the investments of your employees. Working with Graves-Light means:

Local Management: We sit down with our clients to discuss their risk tolerance and goals to create a custom portfolio that complements their needs.

Expert Guidance: Our team brings advanced degrees, certifications, and real-world experience for a cohesive approach to managing your wealth.

Education: We take our time with your employees and educate them on the terminology and options available to help them grow and save for their retirement.

A Fiduciary Approach: We operate as fiduciaries meaning that each option we present is what is in your employees’ best interest.

Detailed Reports Your Employees Will Appreciate.

Our financial reporting is fully transparent, with each participating employee having access to their accounts online or in our office. We schedule yearly reviews of their performance to identify areas of growth and make changes as necessary. We get to know your team to deliver smart strategies to grow their investments.

We’re Committed To Our Community.

Our business retirement plans provide an independent option that local business leaders can offer their employees. We proudly create and manage investments in-house, providing a personal touch that gives our clients peace of mind and stability throughout their relationship with Graves-Light. Ready for thoughtful retirement planning?