We utilize individual 401(k) plans and single-person defined benefit plans to optimize savings, reduce taxes and make work optional.
Common Questions
How can I significantly reduce my taxes?
How can I maximize the Qualified Business Income (QBI) deduction?
How should I invest to make work optional?
How can I minimize taxes to my beneficiaries?
Our Process
Every self-employed individual is unique. We start by listening to your story and helping to identify your priorities. Through our process, we’ll integrate proactive tax planning, a clearly articulated financial plan and customized investment management for you and your family.
By focusing on a niche of self-employed professionals and remaining engaged through retirement, we are particularly familiar with the financial considerations that are (or likely will be) relevant to your situation.
In addition to offering proactive tax advice, we differentiate by offering our services at a flat annual fee. The fee is determined by the complexity of your situation and the agreed-upon services, not the size of your account. Many find a flat annual fee not to exceed $18,000 offers significant savings compared to the more prevalent industry practice of being charged a percentage of the value of your investments.
We welcome questions or an introductory conversation via the link the below.