Bowline Financial specializes in growing businesses with retirement plans designed for real-world budgets and busy business owners.
No Retirement Plan Yet?
Why it’s easier than you think
We do the heavy lifting
You don’t need to learn the rules or shop providers — we design the plan, set it up, and guide you every step of the way.
Tax credits cover the cost
Thanks to SECURE 2.0, most businesses qualify for credits that offset all or nearly all of the startup costs.
Flat, transparent pricing
No surprise fees, no confusing jargon. You’ll know exactly what you’re paying (and what you’re not).
Your Chamber benefit
Grosse Pointe Chamber members experience an annual $500 discount for the first three years ($1,500 value).
You don’t need a big HR department or a huge budget to offer a competitive, compliant retirement plan.
All it takes is a short conversation to see if you qualify.
Existing Plan Checkups
What Our Review Includes:
Fee Benchmarking
We analyze your record keeping, investment, and advisory fees against industry averages.
Why it matters: even a small reduction in plan costs can translate into tens of thousands of dollars in retirement savings — for you and your employees.
Peer Analysis
We measure your plan against similar businesses in your industry and community.
Why it matters: employees compare benefits. A more competitive plan helps you attract and keep the right people.
Fiduciary Oversight Check
We review the structure and processes around your plan.
Why it matters: as a business owner, you’re personally responsible for the plan’s compliance. An independent review lowers your fiduciary risk.
Actionable Next Steps
You get a plain-English summary with clear recommendations — no obligation, no jargon.
Why it matters: you walk away knowing exactly where your plan stands and how to improve it if needed.
