At PMG Wealth Management, when helping business owners we understand time spent away from your business in not profitable. We do our best to keep things simple to let you get back to focusing on your business.
As a local chamber of commerce Past President, founder Phil Guerrero understands the needs of business owners. We can help put your business and personal lives into financial perspective.
Some of the areas we specialize in include:
- Business retirement plans (401k, Profit Sharing, & Pension)
- Coordinating efforts with your team members and outside professionals
- Ways to maximize savings for a business owner
- Buy-Sell agreements and business succession issues
- Employee education for retirement / benefit plans
- Transitioning your business (for owners who don’t want to work forever)
- Safe Harbor 401(k) Plans
- The Investment Tax Landscape: Countdown to 2013
- Nonqualified Deferred Compensation (NQDC) Plans
- Retirement Plans for Small Businesses
- Business Succession Planning
Let us know if you have questions or would like us to talk with your group.