Company - Ocala Florida

Business owners are faced with a unique set of challenges, regardless of company size. The goal is simple – providing a meaningful benefit package to attract and retain employees, as well as minimizing personal tax burdens on their own income and retirement plans. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations. We strive to address the unique goals and needs of every business owner through a comprehensive array of services.

◦401(k) Maximization Three Way Analysis ◦Costs & Fees Benchmarking
◦Current plan investment review
◦Fiduciary liability review
◦Tax Reduction & Minimization Planning
◦Defined Contribution Plan Analysis
◦Combination Plan options
◦Fully Insured Defined Benefit Plans
◦Death/Disability Ramification Study
◦Post-Retirement Health Plan
◦Supplemental Retirement Income Plan
◦Executive Bonus Plans
◦Succession & Financial Estate Planning
◦ESOP Exit Strategy
◦Estate Tax Minimization

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning solutions.

Documents Attached to Company:
Client Form