Financial Strategies

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.

Whether you run a restaurant or own a medical practice, your expenses can add up fast – including taxes!

Would you like to:

  • Reduce Taxes
  • Reduce Debt & Insurance Costs
  • Increase benefits to you and your employees
  • Have zero out of pocket expenses

Whether it is protecting your wealth or growing it,
Security Insurance Group can help with our financial strategies services:

  • Tax Reduction Strategies
  • Annuities
  • Disability
  • Long Term Care
  • Roth IRA
  • IRA
  • Tax Qualified Plans
  • Cash Balance Plans
  • Defined Benefit Plans