WCG Other Services Portal
Posted Saturday, September 15, 2018
Welcome to our Other Services Portal. We are a business advisor and tax consultant firm, and we are built on a tax chassis, but we also provide other support services such as financial planning, small business retirement services, divorce analysis and litigation support, business valuations, estate planning, and other stuff. Some of these services we can provide directly while others are primarily done by others (attorney, financial advisor) with our supporting expertise.
General Retirement Planning
The biggest problem in retirement planning is the lack of planning. People don’t plan to fail, but many fail to plan. Determine your objectives. Know your limitations. Review your options. Additionally, many small business owners want to implement a retirement plan such as basic IRAs, solo 401k plans, cash balance plans or defined benefits pensions. However, the choices are crazy and the tax implications are unknown. WCG can help you make informed decisions.
Other WCG Services and Considerations
Here are some other things we do such as business valuations and divorce settlement agreement analysis, including other retirement and life considerations.
Consultation
Need some help with small business retirement? Or just retirement in general? Have questions about college savings? Let’s chat!