BUSINESS RETIREMENT
PLANNING

For business owners, we know that your business is an extension of yourself and an integral part of your financial picture. We provide unique perspectives on both your business and how those decisions impact your personal wealth. We offer a variety of tax-advantaged, small-business plans and strategies for self-employed professionals, entrepreneurs, and business owners and their employees.

What you may be thinking:​

What can I do in my business to reduce my personal taxes?

Should I offer a retirement plan for my employees?

Can I save more for retirement because I own a business?

Is my business structure the most tax efficient?

How I am protecting my estate and business should I pass away early?

Do I need life insurance on my business partners?

What’s on our agenda:

401k / Solo 401k

SEP / SIMPLE IRAs

Defined Benefit / Profit Sharing Plans

Business Corporate Structure Review

Buy/Sell and Key Person Insurance

READY TO GET STARTED?

You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

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