Business Owners

Special Options

Business owners often have access to more exotic retirement accounts than normal rank and file. In many cases, they can defer taxes and save over $100k per year with the right planning. Although we aren’t accountants, we can help with the investment component of these special accounts, including SEP-IRAs, Solo 401ks, and Simple IRAs.

We Love Talking to Business Owners!

We're avid students of business and would happily chat to see how we can help.

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