Pre-Tax Wealth Creation Blueprint

Save Taxes | Increase Savings | Protect Assets

Pre-Tax Wealth Creation Blueprint

Save Taxes | Increase Savings | Protect Assets

$150K Annual Tax Savings

$380K Annual Assets Increase


$2.3MM 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

Charitably Inclined

Adjusted Gross Income $700,000+

Source of Income:

W2 earner, business income, capital gain

Net worth $2,000,000+

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.

Attract and retain employees with lucrative benefits package

The Pre-Tax Wealth Creation Blueprint uses profit-sharing, pension plans, and medical expense accounts to help small business owners offset income tax liability. In addition to tax savings, these tactics allow employers to offer more robust benefits to attract talent and adds an extra incentive for employees to be more productive and stay with the company long term.

Frees up money for other investments

With the substantial savings from the Pre-Tax Wealth Creation Blueprint, business owners can further diversify their investment portfolio with non-correlated asset classes that provide a more balanced risk to reward returns. Wealth Excel custom builds investment portfolios to match each client’s unique financial goals.


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