Every Client Has a Story

27th Feb 2017

Week after week, we are impressed and intrigued by the variety of stories we hear from advisors — and clients themselves — about how they make their money.

And now, each week we are sharing a story – protecting client privacy, of course.  As unique as their business accomplishments are, client retirement plan objectives are even more varied. Our plan design experts work with you to craft flexible, tax-advantaged plans for your high income self-employed and small business clients.

Here are a few we recently featured in Client of the Week”

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HAIR RAISING SAVINGS FOR SURGEON

A Registered Investment Advisor in the Southeast is working with a hair transplant surgeon who has four employees …

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Client of the Week | Hair Transplant

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CHEF PUTS IT ALL TOGETHER

Celebrity chef and cookbook author in his mid-40s makes over $1.5 million from royalties and endorsements …

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Client of the Week | Chef

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TAX ATTORNEYS GET BIG RETURNS

A married couple in their early 60’s has built up a successful tax law practice.  They plan to work at least another 5 years and want to use the intervening years to maximize their retirement savings.

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Client of the Week | Tax Attorney

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Every TPA knows numbers.  We know people. 

We design plans to fit the needs & lifestyles of your clients.  

DEFINED BENEFIT CALCULATOR

Run our Instant Do-It-Yourself DB calculator to see how much YOU or Your Client could save on taxes and add to retirement savings.

CONTACT US FOR ALWAYS AVAILABLE CONSULTING

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EMAIL: DBPLANS@DEDICATED-DB.COM  

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