Business owners are often so caught up in the day-to-day decisions of managing their business that they don’t have the time to focus on their financial strategies for their business and personal life. At Latitude Financial Group, our goal is to serve as a private financial guide, assisting with a number of critical issues every business owner should address, including

  • SEP/Solo(k)/401k plan startup and audit
  • Profit sharing
  • Cash balance pension
  • Key person insurance
  • Buy-sell planning
  • Employee education
  • Personal Retirement Strategies
  • Tax-Loss Harvesting

We can also help you navigate the complex world of retirement plans for your company. Your key employees will demand access to a retirement plan almost without exception. Beyond this, as a business owner you have a moral obligation to offer a way for employees to invest for their own retirement. Setting aside the benefits to your employees, you are entitled to opportunities to maximize tremendous tax benefits that a tax-qualified retirement plan can afford. In order to minimize your personal tax exposure, a company sponsored retirement plan can offer tremendous tax relief. Executive compensation packages and employee benefit plans offered through your company are a great way to attract and retain your key employees, save on taxes, and invest for retirement. We will design a plan with the options that meet your needs in order to maximize contributions and tax-savings. Our technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present custom strategies to fit our clients' personal and business objectives. Covering the full spectrum of corporate retirement plan products, we help clients determine an appropriate strategy for their business, whether that is a 401(k), 403(b), SEP or SIMPLE IRA, defined benefit plan, profit sharing plan, or other option.

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