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  • Joshua D. Zorger CFP® Carmel Indiana SmartVestor Pro
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The Missing Piece to Your 401(k): Plan Design

Plan design may be what your financial advisor missed. As a small business owner, you are working hard every day to run your business and keep your operations running efficiently. It is often easy to overlook personal financial matters. You may feel the pressure around tax time to pay tax expenses. You may also look at your bottom line and […] IWEBIX Webdesign

What is a Cash Balance Plan?

A Cash Balance Plan may be one of the most appropriate strategies available for a Small Business Owner to save more income on a pre-tax basis, while also potentially reducing their personal income taxes. A Cash Balance Plan is a Qualified Retirement Plan that offers tax deferral and creditor protection under ERISA. Because of Legislative […]

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LPL Financial Certified Financial Planner Fortitude Private Wealth
600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550

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