Services for Businesses, Churches & Non-Profit Organizations

Dempsey Financial Services, Member of Velocity Advisors, specializes in helping small and medium-sized businesses, Churches as well as non-profit organizations with retirement programs including plan design, recordkeeping, funding, and employee education (visit the Employer Sponsored Education Programs tab for more information).

It is the goal of Dempsey Financial Services, Member of Velocity Advisors, to work with our clients in developing and delivering a retirement program that will best meet their needs whereby quality service and investments are provided in an economically efficient manner. This includes plan design, obtaining a plan document if necessary, investment funding, plus initial enrollment and ongoing employee education sessions, to name just a few.

A brief summary of plans offered include but are not limited to:

We are committed to providing quality service in the areas of retirement plans, investment programs, and employee education. Dempsey Financial Services, Member of Velocity Advisors, is able to offer its services in either a “turn-key” or “un-bundled” fashion.

We believe that we can offer and deliver a quality retirement program. Being independent allows for personalized servicing – our clients understand that they can call us anytime with questions or comments they may have. We approach our work with enthusiasm and devote our best efforts to each and every client.

If you have any questions about establishing a new plan or are interested in a review regarding your current program’s design, compliance or funding options, send us an email or give us a call at (330) 908-1087.  We at Dempsey Financial Services, Member of Velocity Advisors, would welcome an opportunity to work with you regarding your retirement program!

For information regarding Employee Benefit Plan and IRA Dollar Limits, click here: 2023 Retirement Plan Limits