Ne Affiliate Cbc Financial
CurrentCBC Financial helps business owners keep more of what they make by enhancing their current financial & legal advisers value with advanced Qualified & Non-Qualified proven strategies. It starts with your question or issue to address:LESS TAXES? ($200k+) Want options not previously considered before or after your next quarterly tax payment?WANT YOUR 401k, IRA,Qualified$ TO BE TAX EXEMPT? Did you know the IRS permits a way to transfer your qualified savings to be tax exempt without out of pocket cost nor restrictions of Roth conversion? MORE RETIREMENT FUNDS? (Owner/HCE) If there was a strategy to jump start retirement funding using other people’s money and has; 100% principal protection, tax free growth, lifetime tax free income, with IRR 13+%, is it worth discussing? EXIT/SUCCESSION-Sell to inside buyer? If there was a way to sell your business to key employees who helped you build the business, but often don’t have the money, but you net the same or more from the sale, would you like to know how?ESTATE PLAN OPTIMIZED? ($10mil+) Do you want to see the financial impact of your estate plan options before you make the decisions? We work with your current advisers to combine, time and sequence elements to optimize your plan.CHARITABLE DONATION? (high net worth) If there was a strategy that allowed you to give cash donations during your lifetime plus a legacy gift without disrupting your current cash-flow, investments nor estate plan, want to know how? It is a real strategy originally for business retirement funding modified to help charities.SELL AN ASSET STRATEGY ($1 million+) If there was a strategy to provide you 90+% cash at closing of any asset (not securities) yet defer capital gains for 30yrs, would that help your plan? Example: if you sold an asset for $1mil with no basis in the asset, normally walk away with $700k after taxes. With our strategy, walk away with $950k. That is $250k reasons to talk with us.CALL: Roy Balfour 508-842-0523
