Retirement Planning for
Business Owners and Professionals
As a business owner or professional in private practice, you are faced with unique problems when it comes to your retirement planning. Most often, our clients who own their own business come to us for assistance with retirement planning around a common set of issues:
Building the Right Retirement Plan for Business Owners and Professionals
With these two primary issues in mind, our firm focuses on each of the following areas:
- Qualified Plans
- Leveraged Plans
- Non-Qualified Plans
- After-tax Plans
In deciding which plan(s) are the best fit, the key is in the design!
For instance, a number of our clients have greatly benefited from the PLUS PLAN, an asset-protection retirement plan that allows an individual business owner or professional to make a set contribution per year on a tax-deductible basis. Learn more >>
We look forward to the opportunity to custom design a solution for your unique situation.
To get started, please contact us or call 704-372-5520.
A Retirement Option for Business Owners and Professionals
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