Professionals
Retirement Savings Plans for Professionals
If you are a professional (CPAs, Attorneys, and other Financial Advisors) we will work with you to help your clients succeed with their Retirement Savings Plans.
Clients are always looking for more ways to reduce the taxes they pay, and Retirement Savings Plans can be a powerful arrow to add to your quiver.
As a professional, we can work with you to help your clients maximize their retirement savings plans.
Do you think you know everything there is to know about Retirement Savings Plan? Rest assured, there is always more to learn. Here is an example of additional ways our team can help you and your clients maximize their Retiremetn Savings Plans:
- We will coach you and your clients on the tax reduction benefits of Retirement Savings Plans
- We will coach you and your clients how to MAXIMIZE Retirement Savings Plans for their business and minimize the required contributions employees pay – All Safe Harbor plans are not created equal – and by the way, did you know you don’t always need a Safe Harbor?
- We will coach you on how to double-up your clients’ Retirement Savings Plan contributions in 1-year
- We will coach you on how your clients’ can invest in real estate, gold, even crypto, and more, from within their Retirement Savings Plans.
Webinars
We encourage you to listen to our webinar for more detailed information on how we can help professionals and their clients with retirement savings plans.
“The Truth About
Retirement Savings Plans”
What you and your clients need to know now. Watch our 36-minute webinar to learn more.
Everyone Can Benefit from a Retirement Savings Plan Review:
If your client is a business owner and DOES NOT already have a Retirement Savings Plan in place, then the need for a review is obvious.
If your client is a business owner and does already have a Retirement Savings Plan in place, then we can likely improve on it.
If your client DOES NOT OWN A BUSINESS, then they are just an employee with very limited ways to reduce the taxes they pay. However, we have a solution for them too!
Professionals
Get Started
Are you ready to help your clients maximize their retirement savings plans? To inquire about our services or get started, click on the link below to schedule an initial 25-minute interview.
During this session, you’ll have the opportunity to delve deeper into what we offer and how it can benefit you and your client. It’s a chance for us to understand you and your clients goals and for you to assess how we can help you achieve them.
Helpful Guides
“Quick Guide to Retirement Plans for Small Business Owners”
Learn about the major features of each kind of retirement plan, including SIMPLE, SEP, 401(k), defined-benefit, and profit-sharing plans.
Schedule an Initial Consultation
To get started, schedule an initial 25-minute interview so we can discuss your situation and needs.
The purpose of this meeting is to help us both to understand your unique situation and, for you to learn about our services, to ask questions about what we do and how we can help you. Then, we can mutually determine if there is a good fit and decide what to do next.
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