I would like to ask you one question: How certain are you that your current retirement plan arrangement is optimal for your business and personal financial circumstances?
If you are not utilizing the most efficient retirement plan for your specific situation, you may be experiencing unnecessary losses to taxes, which could delay your ability to reach your retirement goals.
I would like to make sure that you are taking advantage of the retirement planning opportunities available to you, and would like to provide you with an analysis that may be helpful toward pursuing your personal or business goals. In order to do that, I would like an opportunity to ask you a few diagnostic questions and work with you (your office manager, bookkeeper, or accountant) to gather some census information to prepare a comprehensive proposal. This will allow you to evaluate your current plan and make an educated decision on what to do next.
