We build financial strategies intended to help business owners create wealth by:
- Reducing/deferring taxes
- Maximizing retirement benefits
- Managing risks, and
- Planning to transition their business
There are several areas of unique concerns that small business owners face regarding their retirement.
- Educating and reviewing which retirement plan works best for you and your company.
- SIMPLE IRA
- SEP IRA
- Traditional IRA and ROTH IRA
- 401(k)
- Profit Sharing plan
- LIRP - Life Insurance Retirement Plan, and
- other Non-Qualified Retirement Plans.
- Short-term cash, and treasury options,
- Determining your eligibility for Social Security benefits,
- Putting in place a personalized, holistic, goals-based Financial Planning strategy, and
- Reviewing the need of proper asset-protection (ex.: buy-sell agreement, life insurance and long-term care).