WealthPRIME®

Advanced Retirement Planning

WealthPRIME Advanced Retirement Planning

WealthPRIME works with business owners to mitigate their tax liability and build wealth. Most business owners are limited to maxing out their 401(k), which is around $20,000 per year.

With over 30 years in business as a third-party administrator of retirement plans, WealthPRIME advisors have the expertise to help you utilize unique, tax efficient plan designs to optimize your plan and increase contributions up to $250,000 annually.