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Retirement plans that we specialize in:
Self-Directed Solo 401(k)
Tax-advantaged retirement savings designed specifically for those who earn income from self-employment and have no full-time W-2 employees other than their spouse or business partner.
Self-Directed IRA*
Similar to traditional IRAs, but allows for diversified investment options into alternatives, such as real estate.
Self-Directed
Cash Balance Pension Plans*
Ideal for business owners who earn a high income by themselves or in a small group, such as attorney or doctors offices, and want to maximize their tax-deferred retirement savings.
CONTACT
CONTACT US
5900 S. Lake Forest Dr., Ste #300, McKinney, TX 75070
855-627-4466 X:3
Business hours in Central Time:
Monday - Thursday: 9:00 - 5:00
Friday: 9:00 - 3:00
Meetings are by appointment only.
Contact Us to Discuss your Options
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