Newsletter

Last year was a great year for investors. The market was strong and those who were invested experienced growth in their portfolios. As we move through the first quarter of the new year, after a robust performance, it is important to keep in mind that fluctuations are always part of the equation. Helping clients learn to ride through variability and prepare for long-term investing is a key factor to overall success.

One way to help them get a step ahead and focus on the benefits of a long-term strategy is by seeing if they qualify for a Defined Benefit plan. If they are high-earning self-employed individuals, they may be able to save substantially on taxes and for retirement.

Defined Benefits plans allow clients to save for their retirement over the course of many years, but still provide ways to help them factor in the variability of their own financial situation.

To learn more about the flexibility of Defined Benefit plans read our white paper.

Call us toll free at: 1-866-269-2706 or email us at dbplans@dedicated-db.com.

Best regards,

Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus
E raymond.lee@dedicated-db.com
P (866) 269-2706
www.dedicated-db.com