Enterprise & Serial Entrepreneurs
For businesses of any size we provide a range of solutions, whether this is your first venture or you're a serial entrepreneur. At Samra Wealth Management we provide guidance on taxation strategy from start-up to exit, helping businesses with their succession plans, asset protection, and buy-sell agreements.
Business Retirement Plans
For businesses of any size we provide a no-cost analysis of your current 401(k) or pension plan. Our goal is to help uncover hidden fees and plan inefficiencies that can lead to poor performance. We aim to provide a reduction in plan fees, providing a financial planning portal allowing your employees to aggregate outside accounts, identifying their financial position. Samra Wealth Management can assist with 401(k) transfer, as well as guidance on start-up plans.
Contact us today to learn more about modernizing your current business retirement plan. At Samra Wealth Management we customize your investment selection to suit your business and your employees. We work with Traditional 401(k), 401(a), 403(b), 457 plans, Roth 401(k)'s, profit sharing and Defined Benefit/Cash balance Plans. Strategies that allow you to contribute up to $331,000 per individual, per year. 3(38) or 3(21) available.