Confessions of a Pension Geek!For over 50 years I've watched with increasing alarm as clients pay unnecessary income taxes on either their earnings or on their distributions from accumulated savings in IRAs, 401Ks, 403bs and 457 plans. Too many advisors abandon their clients to the IRS. Few advisors help clients mitigate unnecessary taxes. We do!! Attain financial freedom sooner and wealthier. Upon graduation from college, I served as a Marine Infantry officer in Vietnam where I received two purple hearts. In 1971 I left the Corps and founded CBC Financial focused on unique financial services. Then, in 1974 I established my pension consulting and administration business - CBC Retirement Partners. I help business owners find the right tax strategies that gives them unparallel financial freedom. I do this by creating large tax deductions for business owners using our Prestige and/or STAR Strategies. I also help clients with protect assets from creditors and predators. Business owners come to us when they:✔ Are paying too much tax on their business profits✔ Need a business valuation to enhance a business succession plan✔ Have a need to create tax free retirement income✔ Need solutions to enhance family wealth while giving more to charity at the same timeSo much has changed and more change is on the way. So many business owners are tired of:❌ Trying to manage both business and personal financial goals with little time to do both ❌ Looking for advisors to help them pay less taxes and yet turn those taxes into wealth❌ Concerned about having income and asset values they can never outlive❌ Finding tax deductible methods reward their most valuable employees ❌ Worring their income tax brackets in retirement will be higher than they are todayAfter working with us, clients find and discover:🤩 A professional that takes on their worries about minimizing income and estate tax🤩 They can grow much of their wealth without taxes and market risk🤩 That transferring a business to family or key employees does not have to be the highest taxed transaction they'll ever encounter🤩 They can effectively compete to attract, reward, and retain key employeesI invite you to send me a message here on LinkedIn or schedule a quick 15-minute coffee chat