Pension Strategies: Save Taxes & Build Business Value
We show business owners how to achieve long-term financial goals with state-of-the-art strategic tax saving solutions that protect their present and future income. Pension planning provides a way for business owners to save tax dollars, while shifting wealth from overdependence on the value of the business to safely managed assets that can replace business income down the road.
Accomplish Multiple Goals
Through sophisticated pension and other advanced tax saving solutions, we take money off the table and put it away in a tax-favored plan, thus saving tax dollars and setting them aside for future growth.
Our strategic solutions enhance the value of a business by attracting and retaining key employees through pension incentives and other employee benefit and executive plans. We are also experts in strategies such as succession planning to maximize business value.
We help business owners reduce risk and generate wealth by creating a growing diversified pool of money separate from the firm itself, which can be creditor-protected.
Custom Designed Pension Plan for Your Business
Advanced Pension Strategies Insurance & Financial Services (APS) can help provide you with a custom designed pension plan for your business using a three-step process:
We Can Help
APS can help by taking a broader perspective from a strategic planning standpoint. We would like to be your partner in your long-term success, in business and in retirement.
Please contact us for further information.