Small Business Investment and Financial Strategies
Get the guidance you deserve to protect what you spent a lifetime to build.
Kinetic Wealth guides business owners like you to maximize what you have spent a lifetime building.
Qualified Retirement Plan Analysis
We believe in appropriate plan design and establishing a broad range of tax-qualified retirement programs that meet company ownership goals, including:
- 401(k) Plans
- Profit-Sharing Plans
- SIMPLE Plans
- Defined Benefit and Cash Balance Plans
As an independent advisor, we work for you, the plan sponsor. With the benefit of being independent, we do not work with one specific provider, but several of the largest in the industry.
Succession Planning/Buy-Sell Funding
Your business is a significant part of your life, and now it’s time to monetize that asset and reap the benefits. Whether you want to conduct an outside sale, transition to employees or transfer to the next family generation, our financial planning team brings years of experience in developing an appropriate, tax-efficient strategy.
Executive Compensation and Non-Qualified Plans
If you offer a 401(k) or other defined contribution plan to your employees and executives, but it is not meeting all their retirement planning needs, a non-qualified deferred compensation plan (NQDC) may be the solution.
- For your company, NQDC can be a powerful financial tool to recruit, retain, and reward executives and key employees.
- For you, it provides a financial planning opportunity to defer taxable income until you need it, whether to pay for college education, retirement or merely when you expect your tax rates will be lower.
We can design and implement a non-qualified plan to meet your company’s needs.