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Corporate Retirement Strategies

Corporate Retirement Strategies

Whether you are a business owner seeking tax shelter strategies or preparing for a future business exit, our solutions can help you meet your objectives.

Cash Balance Plans

Cash Balance Plans

A type of Defined Benefit plan that offers businesses potential, outsized deductions in the form of retirement contributions to plan participants. Utilizing a Cash Balance, whether in addition to a 401(k) plan or not, will allow you to accelerate your retirement savings in a tax efficient manner.

Business Exit Strategies

Business Exit Strategies

We understand some businesses will eventually experience a type of ownership transition. The earlier these items are considered and factored into a plan, the more beneficial the outcomes tend to be.