Business Wealth Management

Business Owners Revised



You have reached a certain level of success.  While you have been busy building your business, have you thought about what you want your life to look like as you pivot to the next chapter?  Whether you prescribe to the belief “why retire, I’m healthy and enjoy my work” or you see an exit point in your future, it is likely you face some challenges with your succession plan.  Limits on owner contributions, regulatory hurdles and income taxes often "penalizes" you, the owner, to save for his or her own future.  Isn't it time for the business to help fund your next chapter?

Our team specializes in designing creative, tax-smart retirement plans for small business owners.  The Internal Revenue Code provides dollar limitations on contributions for traditional qualified plans ($58,000, 2021).  Our team will help you design a plan which allows for annual owner contributions well above the traditional limits​.  Our solutions will complement, not replace a traditional 401(k)/profit-sharing retirement plan.    

The plans are owner-focused and allow contributions between $100,000 to $250,000 per year on a tax-favorable basis.    


  1. Funding primarily benefits the owner, unless you choose to include other employees
  2. You, the owner, choose the amount and duration of funding 
  3. You, the owner, choose when future retirement distributions begin 


  1. Tax-deferred accumulation
  2. Tax-deductible contribution
  3. Tax-free distributions

To learn more about the options for your business, please contact us.