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Business Planning:

For employers looking to enhance their compensation and retirement benefit plans. We also have plans to attract and retain key employees. This unique approach keeps them with the company and separates your company from the competition.

Additionally, we find inefficient dollars for Dentists, Executives, and Business Owners. We have an efficient way of reducing company and personal debt, locate transferred money, and increase owner’s compensation.

Here’s a list of some of our tools:

  • Group and Individual Tax-Free Retirement Planning
  • Group and Individual Permanent Life Insurance
  • Split Dollar
  • Long Term Care Insurance
  • Disability Insurance
Contact Us

Kai-Zen Retirement Strategy:
The Bank Funded Retirement Plan

Can you Achieve a 60% Better Outcome than your 401k or IRA?

You may be eligible for a unique Retirement strategy, which may be able to accumulate 60% more money than your current retirement plan. The key risks to most retirement plans are market volatility, time, and taxes. We may have a solution that could address all these risks you may be facing.

Watch the video to learn:

  • How you can get a 3 to 1 match to obtain MORE BENEFITS
  • Have TAX-FREE income in retirement
  • Increase the $$$ you’ll save in the same amount of time