Custom solutions for business owners and their employees
Have taxes become a constant headache?
As your business grows, your tax situation becomes more complex.
We help you align your business, compensation, retirement plan, and personal finances — so everything works together to reduce your overall tax burden.
Ready to offer your employees more?
Providing a 401k feels like the right move for your team, but it also feels risky.
We make it easy to offer great benefits. Our team and trusted partners handle plan design, education, and compliance so your employees are supported and you’re protected.
Not sure how to prepare for what comes next?
Retirement isn’t far off, but your net worth is tied up in your business.
We help you build a clear exit strategy — even if you’re years away from implementing it — to turn your success into long-term financial freedom for you and your family.
Just some of the questions we help you answer:
How can I lower my tax burden?
Is my current business structure still the best fit?
What is the best way to offer a 401k plan to my employees?
How can I support my team without overspending on benefits?
How can I balance business reinvestment with my personal financial goals?
What’s the smartest way to exit my business?
CLIENT STORY:
From Zero to $3 Million: How a Tech Startup Built a Competitive 401(k) Plan in Three Years
As a fast-growing startup, Meridian Tech set out to replace an outdated 401(k) plan while navigating rapid hiring and limited internal resources. Learn how TrueNorth helped design and implement a modern retirement plan that could scale with the business.
What we're working toward
- Your business supports your life — not the other way around
You’re earning well, paying less in taxes, and finally starting to enjoy the success you’ve worked so hard for.
- You’ve got a 401k plan that works for everyone
You’ve implemented a retirement plan that fits your budget, supports your employees, and helps you save more efficiently as the business owner.
- Your employees understand and appreciate their benefits
With our education sessions and one-on-one support, your employees know how to make the most of their benefits. And it pays off — employees who feel supported in their financial goals are significantly more likely to stay long term.
- Taxes aren’t a fire drill anymore
You’ve got a strategy in place — one that ties together your business structure, compensation, and retirement contributions to reduce your overall tax burden. No surprises; no scrambling.
- You have a clear, flexible exit plan
You’ve mapped out your transition and you’re making decisions today that support that future. You’re in control, with options.
- You’re not making these decisions alone
You have a team you trust — one that understands the connection between your business and your personal goals, and one that’s already looking ahead so you don’t have to.
- You have more time, more clarity, and less stress
You’re not bogged down in the financial weeds. You’ve offloaded the complexity so you can spend more time with your family, focus on your business, and start thinking beyond work.
What our clients say about working with us:
These testimonials have been provided by clients of TrueNorth Wealth as of 01/01/2026. They have not been paid or received any other compensation for sharing their opinion and experience with our firm.
What we offer you:
Retirement plan expertise for business owners
We specialize in 401k plans for small and mid-sized businesses. We handle the heavy lifting — plan design, employee education, compliance reviews, and more — so you don’t have to.
Integrated business and personal planning
We look at your entire financial picture to create a coordinated strategy that supports your business growth today and your personal financial independence tomorrow.
A focus on tax strategy so you keep more of what you earn
We work closely with you and your CPA to identify smart, strategic ways to reduce your tax burden. We plan ahead, so there are fewer surprises and more opportunities to save.
A fee-only fiduciary: advice you can trust
We’re fee-only fiduciaries — which means we don’t sell products or earn commissions. Every recommendation we make is designed to support your goals.
Seamless implementation: we handle the logistics
Our dedicated team handles all the paperwork and transfers, so your accounts move smoothly and tax-efficiently while you stay focused on your business.
Employee engagement and education
We offer ongoing support, including enrollment assistance and educational sessions to help your team get the most value from their retirement benefits.
Ongoing plan oversight
We stay involved long after the plan is up and running — managing reviews, providing fiduciary training, and making sure your retirement offering continues to serve both you and your team.
Business exit strategy support
Whether you’re five years out or fifteen, we help you plan for a transition on your terms — with a clear path to step back, capture the value you’ve built, and secure your financial future.
Best in class support
At TrueNorth Wealth, you’ll always have a dedicated advisor and a support team ready to help. When questions come up, we’re easy to reach and quick to respond.
CLIENT STORY:
A Retirement Plan, A Business Exit, and a Better 401(k) — All in 5 Years
As Rick prepared to transition his business to his sons, he faced questions around fairness, taxes, and an outdated 401(k) plan. Learn how TrueNorth helped coordinate his succession plan, retirement strategy, and employee benefits into one cohesive approach.
Custom Retirement Solutions
Designing a 401k plan that works for both your business and your employees is no small task. We specialize in creating retirement plans that support your goals, provide meaningful benefits for your team, and maximize tax-saving opportunities.
Here are just some of the retirement plan questions we help you answer:
What type of retirement plan is the best fit for my business?
What are the tax benefits of offering a retirement plan for my business?
How much should my business contribute to the plan, and what are my options?
How do I ensure my 401(k) plan is compliant?
What investment options should I offer in the plan, and how are they managed?
What steps do I need to take to implement and maintain the plan seamlessly?
Common questions and concerns
How time-consuming will it be to set up — and manage — an employee plan?
We understand that the thought of offering an employee retirement plan seems overwhelming. But, we pride ourselves in making the process as easy as possible. We and our partners will help you with everything — plan design, employee education, compliance, and ongoing management. You offer the benefit, we handle the complexity.
I’m not sure I can afford to offer a 401k plan. It sounds expensive.
We get it. You want to support your employees, but you’re mindful of costs. And choosing the wrong plan could eat into margins or cause you to miss out on important tax advantages. We help you choose a plan that balances cost, value, and owner benefits. With the right structure — and access to tax credits — a well-designed 401(k) can be more affordable than you think.
Will my employees actually understand and use the benefits I offer?
That’s one of the most common concerns we hear — and it’s exactly why employee education is a core part of how we work. We offer group sessions and one-on-one support to help your team understand how the plan works, why it matters, and how to make the most of it. A plan only works if your employees actually use it — and we help make sure they do.
What happens after the plan is in place? Will I be on my own?
Not at all. We don’t just set it up and disappear — we stick with you as long-term partners. From annual reviews and compliance updates to ongoing employee support and education, we help you keep the plan running smoothly. Questions come up, rules change — we’re here through all of it.
Do you coordinate with my CPA and other advisors?
Yes — and we think that’s essential. Your retirement plan, tax strategy, and compensation structure are all connected, and we make sure they’re working together. We’ll coordinate with your CPA (and other professionals as needed) so you’re not the middleman and nothing falls through the cracks.
Will I REALLY have access to my advisor when I need them?
Absolutely. Whether you’re facing a major decision or just need quick advice, we’re always available to provide expert guidance. We’re only a phone call or email away.
Are there any commitments involved with the free strategy session?
This session is a chance for us to get to know you, understand your financial goals, and offer initial advice and recommendations — completely obligation-free. Whether or not you choose to move forward is entirely up to you.
Free Strategy Session
Does offering an employee retirement plan make sense for your business?
Schedule your free session to:
- Tell us about yourself
- Uncover opportunities you may be missing
- Receive personalized recommendations to help you achieve your financial goals