Retirement Plan Advisory
Retirement planning for business owners is not about guessing when you’ll stop working.
It’s about creating options.
There is an alphabet soup of structures used in preparing for retirement. Not only the 401(k), but the traditional IRA, Roth IRA, self-directed traditional IRA, self-directed Roth IRA, not to mention the SEP IRA, and SIMPLE IRA. The HSA can also be used to fund your retirement.
With all of these options available, it is no wonder many people get confused, choose a structure based on advice from their HR personnel or golf buddy, and then pigeon-hole themselves into the wrong structure that doesn’t help achieve their goals efficiently.
Our Retirement Plan Advisory service helps business owners and investors design retirement strategies that support long-term security while remaining flexible as life and business evolve. We focus on plans that work alongside your business, tax strategy, and investment decisions—not in isolation.
This is planning built for people who think ahead.
Tax-Efficient Retirement Planning
Retirement planning and tax planning should work together.
We help evaluate retirement contributions, plan types, and timing to ensure strategies support both current tax efficiency and long-term growth. Thoughtful planning today can significantly impact outcomes years down the road.
Plan Selection & Structure
Not all retirement plans are created equal.
We help assess available options and recommend plans that align with your goals, cash flow, and business structure. When changes make sense, we provide guidance on how to implement them responsibly and compliantly.
Coordination with Investments & Estate Goals
Retirement planning is only one piece of the puzzle.
We coordinate retirement strategies with alternative assets, business interests, and broader wealth goals to ensure everything works together. This integrated approach helps avoid conflicts and creates a more cohesive plan.
Ongoing Review & Advisory Support
Retirement plans should evolve as your business and life change.
We provide ongoing advisory support to review strategies, adjust as circumstances shift, and ensure your plan remains aligned with your long-term objectives.