Cash Balance & Defined Benefit Plans - how you can put them to use for your small business owners

We discuss Cash Balance & Defined Benefit Plans, and specifically, how you can put them to use for your high income, professional practices and small business owners.

These slides were provided by Dedicated Defined Benefit Services – one of our resource partners. After the session, you will know more about cash balance and defined benefit plans that you ever wanted to know.

You will have the knowledge to look for the type of situations so you can show your clients how to save even more money on their taxes. You want to acknowledge that your clients are reducing their taxes. You want to use the words even more, which will tell them they are doing something. You will know how to approach your clients to implement a plan and generate even more revenue for your firm.

You will feel more comfortable with how cash balance plans and defined benefit plans work.

Give us a call to find out more about Cash Balance & Defined Benefit Plans

Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.

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