Small businesses are a DaveLife passion!

From traditional defined benefit pensions to 401(k)s and everything in between we can set up a cost-efficient plan that is customized to your objectives.

For many clients one of those objectives is to fund the retirement of the employee they care about the most (themselves!) disproportionately.

For others it is finding as many legitimate tax deductions as possible to minimize tax burden now.

For still others it is simply being able to offer employees the same kinds of retirement savings options “big companies” offer like a 401(k).

We can help with all of that and more all with a cost structure that is best in class for small business retirement plans.  Unlike big plan companies, we want the business of the 50 employee and under market.

Contrary to popular belief there are many programs that can be used to (legally) disproportionately fund the retirement accounts of select groups or subsets of of employees.  There may be some strategies out there you haven’t seen before.

In addition life insurance can be an invaluable way of protecting your business in the case of a death or critical illness of an owner or key employee.  You can use permanent insurance like (Indexed Universal Life Insurance) or term life.

We’d be happy to meet with you to review your current situation, discuss your objectives and develop a plan customized for you