Business Owners

We show successful business owners how they can transfer the wealth and success that they have built in their businesses into their personal retirement savings while minimizing taxes.

We do this because many CPAs, Tax Attorney’s and other trusted business advisers are unaware of ALL of the possible ways that successful individuals can structure their businesses and use ALL of the tools at their disposal to create tax deductions and TAX-FREE INCOME for their clients.

Most business owners have no idea that there is an IRS-Approved solution that allows them to make tax-deductible contributions, get tax-free growth, AND receive tax-free income. Yes, you read that correctly: tax deductible contributions AND tax-free income. Does your Roth IRA do this? 401(k)?

Contact one of our agents now to see how this could work for your business!

Are you planning to sell your business? We can show work with your CPA and Tax Attorney to show you an exit strategy that can defer or even eliminate capital gains taxes. If you are a business owner and reading this, you owe it to yourself to learn more.

Planning for business succession? We use simple strategies to avoid probate, estate taxes, gift taxes. Again, If you are a business owner and reading this, you owe it to yourself to learn more.

Tax Management We can work with your CPA or Tax Attorney on strategies to reduce income taxes and set up a plan for efficient multi-generational wealth transfer.

401(k) vs Pension vs Profit Sharing? Which is best for you, the business owner? Let us run the numbers and show you how you can maximize your personal benefit

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No Rendering of Advice: The financial content in this document is provided for your personal education. It is not intended for trading purposes, and cannot substitute for professional financial advice. Always seek the advice of a competent financial advisor with any questions you may have regarding a financial matter. Information in this document is not appropriate for the purposes of making a decision to carry out a transaction or trade nor does it provide any form of advice (investment, tax, or legal) amounting to investment advice, or make any recommendations regarding particular financial instruments, investments, or products.

The sole purpose of life insurance is for the death benefit protection. Any other benefit is ancillary.