Employer Plans

Defined Contribution

401K and Simple 401K

Profit Sharing

Stock Bonus

Employee Stock Ownership

Money Purchase

Target Benefit

Age Weighted Profit Sharing

Cross Tested Profit Sharing

Defined Benefits Plans

Defined Benefit Pension Plan

Cash Balance Pension Plans

Pension Equity Plan

Hybrid Plans(cash balance and equity plan combo)

Floor Offset Plan

Insurance Contract Plan

Eligible Combine Plans

Individual Plans

SEP Plans

Simple Plans

Individual IRAs and Simple IRAs

Cookie is a Chartered Retirement Plans Specialist and she offers a multitude of Employer and Individual Plans. Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance, and administration of retirement plans.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of On the Mark Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your tax adviser prior to implementation. Financial advisory services are offered through Respire Wealth Management, LLC a Registered Investment Advisor in the States of North Carolina, Texas, and Colorado. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell financial advisory services to any residents of any State other than the States of North Carolina, Texas, or Colorado or where otherwise legally permitted. To view the most recent Forms ADV Part 2 for Respire Wealth Management, LLC and Lisa Johnson, please click here. On the Mark Financial and Respire Wealth Management, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.