Advanced Retirement Plans for Business Owners
Could You Be Putting
$100k - $400k+
A Year Toward Your Retirement?
Move beyond traditional 401(k) limits with proven, tax-advantaged retirement strategies designed for high income business owners.
Reduce taxes. Build wealth. Secure your future.
Trusted by business owners nationwide
The Power of Advanced Planning
$100k - $400k+
Potential annual retirement contribuions*
$150 - 150k+
Potential annual tax savings*
$3M+
Potential long term retirement accumulation*
100%
Customized to your business and goals
2x - 5x
More contributions vs traditional 401(k)s*
Existing 401(k)
Can often be integrated into a more powerful plan
*Results vary based on plan type, businses structure, income, and other factors.
Already Have a 401(k)? That's Often Where The Opportunity Begins.
For the right businses owner, a conventional 401(k) may only be the foundation. Advanced strategies can allow you to contribute substantially more - while lowering taxes.
401(k)
Flexible, cost-effective plans that reward you and your employees while lowering your taxable income.
Cash Balance Plan
Larger contributions and predictable benefits for maximum retirement savings potential.
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Defined Benefit Plan
Maximize contributions for high income earners and businses owners with complex needs.
412(e)(3) Plans
The highest contribution limits available with the security of life insurance.
What Could an additional $100,000+ a year do for your future?
Our clients have uncovered significant tax saving opportunities and redirected those dollars toward wealth, retirement and financial freedom.
$162,000 in Annual Tax Savings and a Stronger Retirement Plan
We redesigned their retirment plan and implemented advanced tax strategies that reduced their annual tax bill by $162,000 and helped them save an additional $485,000 for retirement.
Annualized Tax Savings
$162,000+
Additional Retirement Savings
$485,000+
Doubling Retirement Savings While Reducing Taxes
We optimized her plan design and leveraged advanced tax strategies to reduce her tax bill by $104,000 annually while helping her double her retirement savings rate.
Annualized Tax Savings
$142,000+
Increase In Retirement Savings Rate
2x
From Overpaying Taxes to Building Generational Wealth
By implementing a Cash Balance Plan and advanced income strategies, we helped this business owner reduce taxes by $128,000 annually and put more money to work for his future.
Annualized Tax Savings
$128,000+
10 Year Wealth Accumulation
$3.6M+
1. Discover
We learn about your business, goals, and current retirement plan (if any).
2. Design
We design a customized retiremetn strategy to maximize contributions and tax savings.
3. Implement
We handle the setup, documentation, and compliance - seamlessly and efficiently.
4. Monitor & Optimize
We provide ongoing support and reviews to keep your plan working as your business grows.
* Results vary based on plan, business structure, income and other factors.
Who We Work With
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Significant annual tax liability
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Net worth primarily tied up in the business
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Desire to build wealth outside the business
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Underutilized retirement plans
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Concerned about retirement income
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Planning for exit, succession, or legacy
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Value proactive, coordinated advice