Retirement Strategies for Business Owners

Business Owners often don’t contribute as much to their retirement as they can, or they overpay in taxes because they don’t take advantage of available vehicles and strategies. As a business owner, you can utilize unique opportunities to contribute to your retirement.

Here are a few ways we work with business owners:

Here are a few ways we work with business owners:

  • Qualified and non-qualified retirement plan selection and design
  • Employee financial wellness
  • Business succession planning

We can help you implement various retirement plan vehicles such as 401(k)s and other defined contribution plans, as well as defined benefit plans including traditional and cash balance plans. We are well equipped to identify plan design opportunities based on your organizational structure and personal goals.

Give us a call today to learn more about how we can help you retire well from your business.

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