SMALL BUSINESSES
We provide investment management and retirement account services for small business owners and their employees. We help you create and maintain a retirement plan and make the appropriate tax deductible contributions to your account each year. As you contribute to your retirement account, we manage the portfolio of investments which grow tax free. Through the use of tax deductions, investing, and compounding, these contributions can result in substantial upside to your personal wealth without any extra time commitment to your business.
ACCOUNT TYPES
We support a variety of small business retirement plans including Individual 401(k)s, Roth 401(k)s, SEP IRAs, SIMPLE IRAs, Profit Sharing Plans, and Investment Only Plans.
INVESTMENTS AND TAXES
Small business retirement accounts offer tax deductible contributions and higher annual contribution limits than IRAs outside of your company. This enables you to take advantage of significant tax, savings, and investing benefits. Additionally, your investments grow tax free within the account.
ADDITIONAL SERVICES
We review your business operations to ensure you maximize your expense and tax benefits in addition to allocating your investment capital. In order to protect your personal wealth against unforeseen risks, we evaluate if your business is registered appropriately.