Pre-Tax Wealth Creation Blueprint
Save Taxes | Increase Savings | Protect Assets
Average Annual Tax Savings
Average Annual Assets Increase
Average Account Balance at Exit
How does BLUEPRINT work?
Pre-Tax Wealth Creation Blueprint is a tactical strategy for profitable small business owners to realize substantial savings by maximizing income tax deductions, minimizing asset exposure, and maximizing tax deferral growth.
Ideal Client Profile
Small Business Owners
50 or Fewer Employees
$500K Net Taxable Income
Values Professional Advice
Benefits of the Blueprint
Increase control of cash flow and tax payables
The savings from the Pre-Tax Wealth Creation Blueprint can help business owners build up more cash flow with less concern for tax payables.
Build up a substantial retirement account faster
As part of the Pre-Tax Wealth Creation Blueprint strategy, a tax-deferred, retirement trust is established. Business owners can quickly build their retirement nest egg with Wealth Excel’s clients making an average of $380,000 in account contributions each year.
Allows for a graceful exit strategy
By protecting assets and building wealth in a tax-deferred retirement account, business owners can feel more comfortable knowing that they will be financially secure when they are ready to exit the business. Wealth Excel clients have an average retirement balance of $2.3 million.