Whether you are a sole proprietor, a partnership, or a corporation, we serve business leaders in identifying and planning for new leadership, establishing succession and estate plans, identifying exit strategies, establishing company pension plans, and more.
Corporate‐sponsored retirement plans provide one of the few good tax shelters remaining and are integral in helping you recruit, retain, and reward valuable employees. They can be structured to provide large benefits for business owners and key executives at a minimal cost and provide qualified benefits for the company’s other employees. Not only can we help you choose the right benefit plan for your business, but we can also include the most advantageous features or combination of features, such as:
We can help you determine if a defined benefit plan is right for you. Pension payments are calculated using length of service and salary at the time of retirement.
What you leave behind is subject to many regulations and stipulations. We can help you understand the pros and cons of different will/trust structures to make informed decisions.
Get consultation and management tailored specifically to business owners, including succession planning.
Whether you are an employee or a business leader, we can help you through the retirement process with the goal of getting back what is worthy of your time invested.
We can help you establish a succession plan that allows new leadership to take the helm and continue growing your organization, giving you peace of mind in your retirement.
Whether your company has a 401(k), a profit-sharing plan, a defined benefit plan, or a cash balance plan, we can help you monitor your pension and remain compliant.
We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
