Who We Help

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Sole Proprietors and Owner-Only Businesses

Business owners with strong, consistent income who want larger retirement contributions and tax deductions

Professional Practices with High Earnings

Doctors, dentists, attorneys, consultants, CPAs, real estate agents and other professionals with high earnings 

Small Business Owners

Businesses with a small number of employees

Business Owners Catching Up on Retirement Savings

Owners in their 40s, 50s and 60s who want to accelerate retirement savings during peak earning years

 

You Might Be a Good Candidate If:

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You are already maximizing your 401(k) profit sharing plan.

Your business generates consistent profits.

You want to reduce your business's taxable income.

You want to accelerate retirement savings.