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Business Retirement Plans

401(k)

SIMPLE IRAs

403(b) 

Profit Sharing

Solo(k)

For the small business and the corporation,

      We offer comprehensive analysis to find a retirement plan that benefits both your business and your employees. After a plan is selected, our service continues with annual in-depth plan evaluations and face-to-face employee education. We take pride in educating plan participants about their investment and improving their retirement readiness.

Additionally we offer,

  • Group Life Insurance​

  • Group Disability Insurance

  • Cash-Flow Analysis

  • Succession Planning

Securities and advisory services are offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate and not offered through Commonwealth.  The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations.

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
 

Privacy Policy

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Copyright © 2021

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Stern & Heatwole Financial Group  
305 Lucy Drive, Harrisonburg, VA 22801      |      Phone: 540-438-0547      |     
 Fax: 540-438-5647      |     Form CRS

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