Some of the Low Cost Investments Companies we use
Vanguard · American Funds · Fidelity
With access to over 2,500 funds and over 25 years experience, we can help protect what you value most.
Eustis Habighorst, MBA, CCO.
Serving Northern CO
Looking for ways to increase your tax deductions & prepare for retirement?
Many business owners wish they could have the best of both worlds with their retirement plan, combining the large benefit and tax deduction provided by a defined benefit plan. The solution may be a type of defined benefit plan referred to as a cash balance plan.