Small Business 401(k) Plans
A 401(k) provides an efficient and easy way for you and your employees to save for retirement. And there are some great tax incentives, too! At Trajan Wealth, we offer a cost-effective solution for setting up your company’s 401(k) plan*, significantly less than the thousands or even tens of thousands you’ve been quoted elsewhere.
*Services offered through a third-party partner.
Key Person Insurance
Key person insurance is a life insurance policy that a company purchases on the life of an owner, a top executive, or another individual deemed vital to the business. This type of insurance provides a financial safety net in the event of the sudden loss of that key individual, which could significantly disrupt the company’s operations. The death benefit from the policy effectively gives the company time to find a replacement or to implement alternative strategies. Speak with a Trajan Wealth advisor to learn what might best suit your business and its needs.
Business Legacy Planning
Building a lasting legacy means establishing a successful business that continues after its founders. For small business owners, considering legacy early on can shape decisions, influence culture, and define brand impact. Strategic tax planning and estate considerations are vital for protecting this legacy, as effective tax strategies can reduce liabilities and boost cash flow. Common initiatives include setting up trusts, making strategic gifts, and creating family holding companies.
Let us partner with you on your journey to financial growth and stability.
Information is secure and never shared with unaffiliated parties. By clicking ‘Submit’, you are opting in for Trajan Wealth to contact you by phone, email, and text. Please note phone calls are recorded for quality assurance. Standard text message and data rates may apply. You can opt out of text messages by responding STOP at any time. Please view our Privacy Policy for more details.
Recent Posts
