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July Business Services, founded in 1994, partners with financial advisors and employers throughout the United States to provide retirement plans and record keeping services. It designs and offers a variety of retention and retirement plans, including safe harbor, comparability, defined benefit, profit sharing and employee stock ownership plans. The services offered by the firm include plan design and administration, documents management, enrollment and communication materials, tax management, plan conversion, and payroll services. It also provides online investment advice, financial counseling and enrollment workbooks and forms, investment education, risk profile worksheet, and fact sheets. July Business Services is located in Waco, Texas.

At Curtiss Wealth Management, LLC we take a comprehensive approach to helping you live your retirement dreams. Whether you are a few years from retirement or currently retired, our goal is to help protect the wealth that you have spent a lifetime accumulating while still being able to draw the in...