Engineering Firm Owner
Retirement Planning & Tax Optimization
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.