WE CUSTOMIZE BUSINESS SOLUTIONS FOR YOU BASED ON OUR UNDERSTANDING OF YOUR COMPLETE WEALTH PICTURE
COMPANY RETIREMENT PLANS
Many business owners view company-sponsored retirement plans as an important benefit to attract and retain talent while simultaneously providing tax advantages to their business. At Karp Capital, we guide business owners and their employees to and through retirement with passion, experience, and prudent investment management. Our goal is to help you maximize benefits and minimize tax implications.
With in-depth experience in qualified and nonqualified plans, Karp Capital can design, implement, and monitor this important benefit for your employees and executives in a practical and cost-effective manner.
Our support is coordinated and comprehensive:
BUSINESS CONSULTING AND PLANNING
Our wealth management clients who are business owners enjoy the added benefit of strategic guidance to achieve their business goals. Because we understand your personal wealth picture as well as the dynamics of your business, we’re uniquely able to help you with these important areas:
- Safe Harbor
- Cash Balance
- Profit Sharing
- Defined Benefit
- Nonqualified Deferred Compensation