Financial Services to Build Wealth Through Business
Small business pensions have been around forever and are the black and white BIG tax code deduction for the top line of your business.
Most people have heard of a 401(k), and that is the stepping stone to the big part of a deferral.
While combining a defined benefit plan with a defined contribution plan, EMPLOYERS can take advantage of multi 6-figure deductions based on age and compensation while LEGALLY discriminating amongst the employee demographic!
In simpler terms we provide answers to the question, “how can I put away as much as possible for myself and loved ones, while giving away as little as i have to?”
Saving a quarterly estimate or two these days is a significant advantage for businesses, and they can do so through plans that are asset-protected and legal to implement in their business.
Learn How to Take Advantage of the Tax Code for YOUR Benefit, Not for Your Employees
Enter your email to view our case study showing an example of how we can help you and your business profit more, save more, and start generating long-term wealth on your terms.
Financial Advisors Who Put Your Business First
In a constantly changing business landscape, you are forced to make financial decisions. As time passes, those financial decisions are made at different times, with different stakeholders, and under different circumstances. This approach could leave your financial life disorganized, inefficient, uncoordinated, and ineffective due to lack of control. Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together.
At Wealth Coordination Consultants, we utilize a macro-economic process. We apply critical thinking to create strategies that will empower you to help achieve both short and long term goals. Our process both educates and informs.
Our goal is to give you an organized view of your entire financial life – including prioritizing the success of your business.
As we work together with you, we have the ability to test, monitor and verify that your financial decisions will help build assets through the accumulation, distribution, and legacy phases. With 25 years of experience, and alignment with strategic partners, we will create a financial structure that adapts to your changing business environment.