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Business Owner

Paul

AGE:

54

PROFESSION:

Engineering Firm Owner

Primary Goals:

Retirement Planning & Tax Optimization

Paul

Meet Paul, Paul owns an engineering firm here in San Diego. Paul has currently 15 employees and just offered them a retirement plan to be able to ensure employee satisfaction and retention, but also in order to increase his tax deductions.

Paul was looking for retirements planning, but we were able to use his business as a key tool to help him pursue his goals while potentially reducing his tax liabilities. We were able to incorporate his family into the business and create protection strategies in case something was to happen along the way. That way, we can seek to protect his business as well as his family with any financial concerns that may arise.

This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
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San Diego Office

5405 Morehouse Dr. Suite 345
San Diego, CA 92121

Phone: 858.925.8000

Central Coast Office

6907 El Camino Real, Suite A
Atascadero, CA 93422

Phone: 805.466.2045