Retirement plan setup
- Solo 401(k) and SEP IRASimple, low-cost plans for owner-only businesses and 1099 professionals.
- 401(k) and profit sharingPlans for practices and businesses with employees, designed around owner goals.
- Cash balance and defined benefit plansHigher contribution limits for high-income owners, set up with a third-party administrator and actuary.
- Tax impact analysisWe model the deduction and the cash flow before you commit.
Insurance-based strategies
- Life insurancePermanent life insurance for protection, estate planning and tax-advantaged cash value.
- AnnuitiesFixed and fixed indexed annuities for tax-deferred growth and retirement income.
Have a filing date or a tax deadline coming up?
Tell us the date. We will tell you what it takes to meet it, in one free 30-minute call.