HARMONY WEALTH STRATEGIES
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retirement plans

Retirement Plans for Small Businesses
401(k) Plans
Safe Harbor 401(k) Plans
The Individual 401(k)
​403(b) Plans
SIMPLE IRA Plans
Simplified Employee Pension Plans (SEPs)
Roth 403(b) Plans
​The Roth 401(k)
Understanding Defined Benefit Plans
William F. McAllister, Jr., CLU®
South Windsor, CT
860-836-9314
[email protected]

harmony wealth strategies 
building and safeguarding your financial world
Serving South Windsor and Greater Hartford Connecticut
Copyright 2021 William F. McAllister, Jr.,CLU®

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