Maximizing your benefits and wealth accumulation
Whether a Corporate Executive or a closely-held Business Owner, reaping the rewards of your efforts is key. Are you taking full advantage of all that is available? Let me analyze all your opportunities, options and benefits to see if you are leaving anything on the table or making any mistakes, with no obligation.
Business Owners, there could be better plan designs that skew contributions to you and/or your key employees. Or, what if you could reduce corporate taxes, raise employee goodwill and increase your personal retirement savings all at the same time simply by changing your retirement plan cost structure. Are you ready for the ultimate corporate transition? Do you know what you want it to be?
Corporate Executives, here’s your chance to do that complete review of your total compensation package you’ve been meaning to do for years; are your investment choices appropriate, how much risk is the deferred comp plan, what should you do with your company stock?
Please contact me today if you would like to discuss a personal analysis.