Newtek provides commercial loans, lines, merchant services, insurance, payroll processing, and cloud computing solutions to small to medium sized businesses across the US.
There are approximately 533,000 401(k) plans in the U.S. and 90% of them have under 100 participants. The annual cost of these plans is substantially higher than larger plans. Sponsors and participants of these plans are most often being unfairly penalized by their financial services providers, who have demonstrated they can be very predatory when it comes to small 401(k) plans (particularly in terms of hidden fees and conflicts of interest which are built into the investment line up). While the plan is being sold “at no cost to the company” many providers are happy to create the impression that they are ‘trusted advisors” whose advice and investment selection is genuine.
The Principal Financial Group’s New York Metro Business Center is a group of local offices representing Principal® in the entire metro area of New York which includes Manhattan, the Bronx, Brooklyn, Queens, Staten Island, as well as Long Island, Southern Counties of NY State, Southern Counties of CT, Northeastern Counties of New Jersey. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent Principal with integrity and professionalism.
Mergers & Acquisitions advisory firm serving businesses with revenue $5 million to $100 million.
We Firmly Believe That Knowledge Is Power
Our Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom.
At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance. This disciplined approach allows our clients to build and protect.
Contact Robert Krivit, Director of Financial Planning, to discuss your financial future.
Sentinel’s actuaries, attorneys, consultants and registered investment advisors provide Retirement plan and H&W administration and consulting services for both qualified and nonqualified plans for not for profit and for profit entities. We also provide Fiduciary advisory services, Group Insurance and Financial planning.
Income Tax Reduction for Business Owners
In 2005, Managing Partners Dave Runge, Ph.D. and Richard Colombik, JD CPA started Tax Law Solutions (TLS) with 8 advanced tax planning strategies. Today, TLS offers over 50 different advanced tax planning strategies and has over 70 full-time employees.
TLS is a team of Tax Attorneys, Accountants and Business Strategists who design comprehensive and customized solutions that enable our clients to dramatically and permanently reduce their taxes. While Tax Attorneys and CPAs work for TLS, we are not structured like a law firm or CPA firm. TLS is a consulting firm.
We combine business strategy and tax law expertise to offer business owners a customized, comprehensive approach to tax planning. Our client’s personal situation and business operation is thoroughly analyzed and considered when constructing their new tax plan.
Our team of experts have designed over 6,000 tax plans for business owners in a multitude of industries across the country. We have clients in virtually every state and on average we’ve been able to permanently reduce their personal income tax liability by 20% to 40%.
At TLS we provide a No Risk Complimentary 2nd Opinion on your current tax strategies. We work hard to earn our client’s trust and demonstrate our expertise, and when it comes to tax planning, we know that’s a process, which is why we take all the up-front risk.
To learn more about Tax Law Solutions please contact:
Tom Pellicane 516.724.2801; email@example.com
Financial Advice. Beyond Investing.
Full service Insurance Brokerage specializing in Risk Management & Consulting across various industries. USI leverages proprietary analytics along with both national and local resources to lower the total cost of risk for our clients.