Small Business Solutions
~ Cash Balance Plans
~ 401(k) Defined Contribution Plans
~ Profit Sharing Plans
Five Questions to Consider
for Your Clients
2. What do they want for their future?
3. What could get in the way?
4. What first steps can they take?
5. What strategies can they use?
The Number 1 enemy of your client’s wealth creation besides procrastination is TAXATION! Don’t let their liefelong success be erased by taxes and unintended inheritors.