We help Business Owners reduce taxes and protect their companies by implementing Defined Benefit Pension plans and integrated Commercial Insurance Strategies.
We work with established business owners who are paying significant taxes and want advanced planning strategies beyond traditional 401(k)s and IRAs. Our clients typically have consistent cash flow, growing businesses, and are looking for large, legitimate tax deductions while strengthening long term business stability.
What We Do for Business Owners
We specialize in advanced planning strategies for established business owners who want more than basic insurance and retirement plans.
Defined Benefit & Advanced Retirement Plans-
Large, ERISA approved tax deductions designed to accelerate retirement savings beyond traditional 401(k)s.
Integrated Planning With Your CPA
We coordinate all plans with your CPA to ensure strategies are aligned with your business goals.
Business & Commercial Insurance
Protection for the business, and Key People
Industries we commonly work with:
Contractors, professional services, closely held family businesses.