The largest financial advisors miss this opportunity time and again.

After 15 years of wholesaling, I can tell you the most overlooked opportunity is the solopreneur.

No one really retires anymore.

In fact, some of the largest companies force their top professionals out by allowing them to consult back for a few years.

It helps the larger companies cut payroll (and benefits expenses) and have their most successful employees train the younger (lower cost) employee to take their place.

The new consultant, likely doesn't even need the large consulting income but no longer has access to the corporate 401(k) because they are not a W2 employee.

It is here the solo 401(k) and/or cash balance plan is overlooked.

The consultant has only ever known of the company 401(k) and likely doesn't realize they could set one up for their one person firm.

Might be a small account for the big advisor's client, but very meaningful from a tax perspective to the consultant.

There are so many of these types of opportunities on a large advisor's book.

It can extend to those clients who sit on a board of directors, or even those with a "side gig."

It's simple, easy, and almost always overlooked.

Happy to say we specialize in these specific situations.

DM me and we can help your clients --> @drewtirney