The Independent Business Owner's Trust

As an Independent Business Owner, You know the value of developing strategies to create successful outcomes. The same is true in creating, accumulating and protecting your wealth.

Our financial specialists provide strategic solutions to create your desired outcome. The trust partners, with the best legal and accounting associates, are well qualified to prepare all trust documents, business documents, and cover all aspects of tax planning.

Selected benefits to establish a firm financial foundation:

• Tax Savings
• Earn Interest on Pre-Tax Dollars
• Asset Protection for Your Personal and Business Protection
• Trust Distributions with NO Penalties, at Any Age
• No Annual Limits on Contributions
• Flexible funding arrangement to accommodate your changing business needs
• Annual minimum participation of $35,000