Business Wealth Management

Business Owners Revised



Once you have reached a certain level of success, it is time for the business to help fund a comfortable retirement.  While you have been busy building your business, have you thought about what you want your life to look like 10 or 20 years from now?  Whether you prescribe to the belief that “I’m healthy and enjoy my work, why retire”, or see an exit point in your future, it is likely you face numerous challenges optimally funding your own retirement.  Restrictive regulatory burdens, limits on owner contributions and high federal and state income taxes have made it challenging for the owner to tax-effeciently save for his or her own retirement. 

Our team specializes in the design and implementation of retirement plans to help the small business owner accumulate and preserve wealth. We bring together experienced professionals to help you design a plan, specifically, focusing on a strategy to help you keep more of what you earn. Our solutions often complement traditional retirement (401k) plans.    

Our plans are owner-focused and allow contributions between $100,000-$250,000 per year on a tax-favorable basis.    

Key features:

  1. All funding benefits the owner, unless you choose to include other employees
  2. You, the owner, choose the amount and duration of funding
  3. You, the owner, choose when future retirement distributions begin


Key tax benefits:

  1. Tax-deferred accumulation
  2. Potential tax-deductible contribution
  3. Potential tax-free retirement distributions

To learn more about your options to have your business help maximize your retirement, please contact us.