The financial and wealth management needs of business owners
can differ significantly from those of the typical investor.
At Micheal J. Lucia & Associates we have assisted business owners in developing comprehensive personal and business wealth management strategies that assist them in:
- Maximizing their pre-tax savings,
- Planning for the continuity of their business,
- Developing liability protection strategies that shelter personal assets, and
- Establishing the most tax-advantaged business and personal retirement plan options.
Business Owner Retirement Plan Options
Retirement plan options available to business owners may offer significantly increased pre-tax savings options than those available to individual investors. We can assist in your understanding of the various options to determine which options best fits your needs and in the establishment of a business retirement plan.
Business owner retirement plans we work with include:
- SEP IRAs
- Defined Benefit Pension Plans
- 401(k), "Solo" 401(k)
- Click here for a complimentary consultation to see how we can help you plan for a sound financial future.
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High Net Worth Investors
At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors — investors with a net worth greater than $1,000,000 or annual income in excess of $250,000.
Business Owners
At Micheal Lucia & Associates we have assisted business owners in developing comprehensive personal and business wealth management strategies.
