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Fortitude Private Wealth

Small Business Strategies

Collaborate & Consult

As a small business, Fortitude Private Wealth understands the challenges that small business owners face. The most successful small business owners often face the most complex challenges.

There are specific strategies which allow business owners to maximize their pre-tax contributions to a Qualified Retirement Plan. Maybe you have implemented one of these strategies into your business.

Is your current Qualified Retirement Plan the most efficient option for your business? Are you still looking for options to increase your savings and lower your income taxes? Have you discussed how a Cash Balance Plan may help you increase your savings and lower your taxes?

FPW collaborates with tax advisors and retirement plan consultants to help you review your current plan and determine what the best option is for your business.

As a successful business owner you compare information on a daily basis to make good business decisions. Selecting the best Qualified Retirement Plan strategy for your business should be no different.

LPL Financial Certified Financial Planner Fortitude Private Wealth
600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor and separate entity from LPL Finanical.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, IN, OH, & WV.
Fortitude Private Wealth, Level Four Advisory Services, LLC and LPL Financial are separate entities.
*No strategy assures success or protects against loss. Investing involves risk including loss of principal.