Business Owners
Shareholders and Corporate Executives
Intro About Cash Balance Plan
Interested in a tax-advantaged strategy for your business? Combining a cash balance plan with a safe harbor 401(k) plan allows business owners to make large deductible contributions for themselves (up to $150,000 or more annually) while controlling employee benefit costs.
Turning Tax-Savings Into Retirement Wealth
Is a cash balance plan right for you?
How does it work?
Contact us to learn more!
SEP IRA Versus Solo 401(k)
Which is best for the owner-only business? Click HERE to learn more.
The do-it-yourself drive that helped you start your business may not be enough when it comes to business planning. We will work closely with your tax advisor to facilitate a well-rounded perspective of your wealth management picture. It’s important to seek out a qualified and experienced professional who places your needs first and who shares your values when it comes pursuing your personal, family, and business goals.