We work with business owners with 20 – 150 employees to help them learn ways to move assets from the company balance sheet to their personal balance sheet and maximize their retirement assets. Whether you are looking to maximize the value of, or reduce the liability associated with, your 401(k) or want to know how to implement a plan tailored to benefit just yourself and your key employees, we are here to help. Please contact me at (919) 676-7951 or [email protected] and we can set a 30-minute conversation to see if there is any way we can help you.