Existing clients who have benefited from our self-employed financial planning services include Realtors and real-estate agents, insurance brokers, hair dressers and salon owners, solo digital marketers, dentists, home inspectors, and more.
Things we help with:
- Tax planning
- What kind of business structure you should have
- Retirement planning
- Investment advice
We also offer the following account options for small business owners!
Solo 401(k)'s
Best for 1 member businesses who...
- Are paying themselves a w-2 salary
- Want to save a lot quickly
- Want to save after-tax i.e. "Roth style"
SEP IRA's
Best for self-employed owners who...
- Don't have employees
- Prioritize plan simplicity over amount of savings or after-tax savings options
SIMPLE IRA's
Best for small businesses who...
- Have fewer than 100 employees
- Want a simple plan to set up
- Want to match employee contributions
