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.
FPW's 3 Step Process
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.
We collaborate with you, your tax advisor and a Qualified Retirement Plan consultant. We discuss different plan options and potential tax outcomes.
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.