RETIREMENT FOR SELF-EMPLOYED
Solo 401(k) Plans
Here is verbiage on why 401(k) plans are better then SEPs and SIMPLES, and how we help companies without employees leverage them. We make the setup process painless and easy and have plan compliance experts who work together to help them make the most of their benefits. We are cheaper than everyone else too.
YOLO, go SOLO.
Tax and Succession Planning
Here is where we tell clients and advisors that 401(k) Cash Balance combo plans are an excellent way to get their value of out of their company without having to sell it. Also, we have tax experts to help them and their CPA/Advisor estimate tax savings to back into the most optimal plan designs.
Our pricing is peanuts compared to the tax savings we will get you, trust us.