Financial Strategies for Your Future
Curated strategies for those who value diversification, reduction or elimination of taxes, and a steady return.
Cash BAlance Plans
Cash Balance Plans are the premier qualified retirement plan for business owners looking to place over $100,000 a year in pre-tax contributions into their retirement plan. Cash Balance Plans often provide the greatest allowable contributions, tax-deductions, and can be combined with a 401(k) or IRA plans.
Infinite Bank Life Insurance Policy
Infinite Banking is the strategy of flexing the unique financial tools within cash value life insurance policies to create tax-free income streams, bolster your returns from investing in real estate or business ventures, and protect estate and legacy wealth for future generations without locking funds away in non-liquid assets or tax-penalties.
Retirement
Cash Balance Plans –
The Premier Retirement Plan for Business Owners
If your business has been more successful than most, you need a retirement plan better than most. For many of our clients, Cash Balance Plans offer the greatest tax-deductible contributions limits, the most competitive employee benefits at the lowest cost, and tax savings unmatched by a 401(k), IRA, or Profit Sharing Plans.
We Create Fully Curated Financial Strategies Based on Your Goals
Your financial objectives deserve customized solutions and strategies, not one-size-fits-all policies or plans. Learn what’s possible by setting up a free consultation to see what your financial future could look like.
Infinite Bank Life Insurance Policy
Infinite Bank Life Insurance Policies are the driving force behind the Infinite Banking, “Be Your Own Bank,” and Bank Owned Life Insurance (BOLI) movements. They are powerful financial vehicles that can be used by your business or your family for financial protection, asset growth, and as a way to bolster your returns on other outside investments such as real estate or business ventures (Infinite Banking).
Strategic Planning – Increase the Value of your Business
What if your business could generate more revenue for every dollar that you put into it? That is the power of strategic planning.
Our strategic planning process, StratOp, helps you dramatically improve the value of your most valuable asset–your business.
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(720) – 515 – 9172