Isabell is the owner of a small health clinic with a team of 6. She wants to provide a retirement benefit plan for her team and save for her own retirement so she can spend more time with her daughter. She is looking for a retirement plan and tax-saving strategies to help her with the cash flow of her business.
We can provide different solutions like a SIMPLE IRA, SEP IRA, or 401k and seek tax-efficient strategies in collaboration with her CPA to help her maximize her business potential while she focuses on her family, growing her business, and her team, and serving her clients.
Let's see how our business can help you and your business.