Newest cash balance client is a Fractional CFO.

Estimated tax savings of $70,000 for 2024!

Remember you have until 9/15 to open and fund a plan for 2024 if you are on extension.

Our newest client will defer $200,000 of contributions on a $600,000 income!

Best part: she'll get to do it again for 2025, and again for 2026, and again....you get it.

Calling all successful business owners.

You have to at least run the numbers for this type of plan.

Stop paying taxes and start pushing the income into a cash balance plan for your future self.

DM me if you'd like an illustration --> @drewtirney