Retirement Plans That Meet Your Needs


Retirement Options

At Grabe Financial, we understand the significance of employer-sponsored retirement plans in securing the financial future of both your business and your employees. Our expertise lies in tailoring retirement plans that align with your company’s unique goals, whether it’s fostering loyalty, attracting top talent, or planning for a seamless business transition, ultimately leading to the long-term success of your organization.

Plan Design

Retirement plan design involves crafting a structured framework for employer-sponsored retirement plans, such as 401(k)s, pension plans, or cash balance plans, to meet the needs of both employers and employees. Strategic plan design allows businesses to optimize contributions, vesting schedules, and investment options to support employees in building a secure financial future while aligning with the company’s goals.

Employee Education

Employee education in retirement plans is crucial as it equips individuals with the knowledge and tools to make well-informed decisions about their financial future. Informed employees are better equipped to take full advantage of their retirement benefits, ensuring a more secure and comfortable retirement while also reducing the administrative burden on employers.


  • 401(k) Plans

  • 403(b) Plans

  • Profit Sharing Plans
  • Cash Balance Plans
  • SIMPLE Plans
  • Employee Stock Ownership Plans

Platforms that Elevate Employees

Grabe Financial leverages its extensive network of carriers to diligently negotiate and secure the best value-driven insurance solutions at the most competitive costs for our clients.

Built on Relationships

Grabe Financial places a strong emphasis on fostering meaningful and lasting relationships with our clients. We believe that building trust, understanding individual needs, and providing personalized guidance are at the core of our commitment to delivering exceptional financial services.