Business Owners & Self Employed

One of ours special areas of expertise is business owners, sole proprietors, and entrepreneurs.

  • Accumulating and Protecting Wealth
  • Asset Protection
  • Estate Planning
  • Retirement Planning
  • Transitioning out of Running a Business into Retirement
  • Reducing or Eliminating Capital Gain Tax on Sale of the Business or any Appreciated Asset

Now, as a business owner even as small as a sole proprietor or a one-man shop, you can have access to the same benefits and opportunities that top executives of Fortune 500 companies have access to.

If you ever thought that as a business owner or a self-employed you would never be able to retire or that you can not afford a retirement plan for yourself, if you are investing all your money in your business while neglecting to plan for your own future, then we would like to introduce you to a concept: a secure retirement future for yourself and your family.

If are selling your business and are transitioning into retirement, we will help you complete the transaction in the most tax efficient way and then plan for a retirement income you can never outlive.

Many people never even look into this because they think that they themselves need to understand finance and investments to do so, but this is not true. Just as you understand your business, we understand ours. Regardless of your level of sophistication in finance, we can, in one meeting, show you how you can optimize or leverage your existing net income to provide yourself with the retirement benefits you never thought you could have. In many cases, you can provide for your retirement without even affecting your bottom line or taking money from existing commitments.

We understand your concerns and problems and have developed a line of unique services and products just for you as a sole proprietor. We can show you how to save in a low cost / high benefit way, how to have fully tax deductible Medical and Life Insurance, and ways to decrease your tax burden and create a nest egg with minimal effect on your cash flow. We’ve done all the leg-work and can set all this up for you in just one meeting.

You’ve been neglecting this long enough. Contact us today to arrange a no-obligation meeting to find out how easy it is to secure your future with the same benefits any large corporation offers, but created just for you, the sole proprietor.