You Built the Business. Now Build the Wealth.
Business owners have access to a different set of financial tools. More control over retirement plan contributions, tax and insurance strategies like 831(b) plans, and private market investments that don't show up in a standard brokerage account.
What we do for business owners
Retirement Plan Design and Management
A standard 401(k) caps what the employee can put in at $24,500. Business owners control both sides. A SEP IRA or Solo 401(k) can reach $72,000 annually, depending on income. For business owners with employees, several states now mandate offering a retirement plan. We can help design a small business 401(k) that works for both the owner and the team.
Tax Strategy
A few of various tools worth exploring. Oil and gas direct participation programs. Bonus depreciation on qualifying business assets. Captive insurance structures that convert deductible business expenses into investment assets. Delaware Statutory Trusts for deferring real estate capital gains.
Let's look at what you're working with.
Tell us about your situation. We'll figure out where the opportunities are and what a realistic plan looks like.
Get Started