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QUALIFIED PLANS FOR BUSINESS OWNERS

We support business owners by helping you understand different employee retirement savings plans and select the option(s) appropriate for your specific organizational goals and needs. With access to 401(k), defined benefit, profit sharing, cash balance, education on captive insurance, and employee stock ownership plans, we can structure a strategy to help you create financial security for your employees, limit your tax liabilities, and achieve your personal retirement savings goals.

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