317-819-8550
    jzorger@fortitudeprivatewealth.com
   1980 E. 116th St., Carmel, Indiana, USA

Qualified Retirement Plan

FPW's 3 Step Process

As a small business, Fortitude Private Wealth understands the financial planning challenges you face. The most successful small business owners often face the most complex challenges. One of those challenges – choosing the right Qualified Retirement Plan for your growing business.

REVIEW

We review your business goals and cash flows. Is your current plan the most tax and cost efficient for your business? If you don’t have a defined-contribution plan, implementing a new plan may be beneficial to you.

COLLABORATE

We collaborate with you, your tax advisor and a Qualified Retirement Plan consultant. We discuss different plan options and potential tax outcomes.

DESIGN

Together, we are able to design and implement a specific Qualified Retirement Plan that will allow you to increase your pre-tax savings and minimize your income taxes. We also help you select the lowest cost investment platform for your plan.