YOUR BUSINESS, YOUR REWARD
As a business owner, you are the one who has taken all of the risk.
Shouldn't you be the one who sees the reward at the end?
We know that you value your employees...that's not the point.
But there is a way you can give them something no one else can give them while setting yourself up for retirement as well.
A small business pension plan is exactly that.
MAXIMIZE YOUR RETIREMENT
Are you setting money aside for retirement, but frustrated with the limits?
We have a solution for you.
Maximize your retirement savings by adding pre-tax funding to a Cash Balance Plan.
I BET YOU'RE PAYING MORE TAXES THAN YOU WANT TO...
You earned your money. You should be able to make it work for you.
A small business pension plan does just that.
You can reduce your tax basis today by implementing a plan that pays you later.
WHO SAID THERE'S NO SUCH THING AS A GUARANTEE?
Guaranteed income for life?
Yes, please.
We all know about the military or government service pensions.
Meanwhile business pension plans went away years ago.
They're making a comeback.
Don't miss out on learning if YOU could have an income for life.
ALREADY HAVE AN EXISTING COMPANY RETIREMENT PLAN?
No problem.
We can add a pension plan to your existing company retirement plan.
And while we could move the plan over to us in order to keep everything in one place, you are welcome to keep your current plan administrator as well.
CAUTION - IT'S NOT FOR EVERYONE
Not every good thing is a fit for every good business.
Here are some guidelines to self-assess:
1. High Owner Compensation
2. Strong Cash Flow Year Over Year
3. Either Taxes Too High or Dumping Money To Avoid Taxes
If you think you might be a good fit, get yourself on my calendar to learn more.