About Clark Matthiessen, CFP®, CRPC®
Business Retirement Solutions
Deferred Compensation Plans
Offer additional tax-deferred savings plans for high-income earners who’ve maxed out their 401(k) or other retirement accounts with this investment option.
401(k), SEP, SIMPLE IRAs, and Profit-Sharing Plans
Choose the ideal retirement program for your employees from a variety of managed 401(k) programs, simplified employee pension (SEP) plans, and IRAs.
Defined Benefit Plans
Provide a fixed, pre-established financial benefit for your employees at retirement based on length of employment and salary history.
Health Savings Accounts
Help employees with high-deductible health plans save for qualified out-of-pocket healthcare expenses and lower their annual tax bill.
Voluntary Employee Benefits
Recruit and retain employees with additional benefits such as paid disability, tuition assistance, pet insurance, and more.
Executive Bonus Plans
Attract and retain key executives by providing additional benefits and perks as a tax-deductible form of employee compensation.
Business Investment Services
Add RCU to your buy-sell agreement to assure a smooth financial transition of ownership and business continuity in the event of a triggering event.
Wealth and Financial Advisory Services
Partner with RCU and CUSO Financial Services, L.P. (CFS)* to build a customized portfolio designed to reach your professional and personal financial goals.
Business Valuation Services
Let RCU help determine the fair market value of your company and set up exit strategies for the sale or acquisition of your business.
Key Person Life Insurance
Safeguard your small business if an imperative employee or executive dies or becomes disabled.