Retirement Finance


We have facilitated over $100 Million in funding to thousands of small businesses nationwide. Contact us today to see how we can help your business.

Invest In Yourself 

Our Retirement Finance program gives you funding you need faster than a bank loan. The business starts debt-free allowing you reach profitability faster because no money is going toward paying back loans. All profits made are totally in your control because you’re investing your trapped retirement money into the business you own. 

About Our Program

  • Fast funding in as little as 2 weeks
  • Avoid penalties or taxable distributions
  • No loans, banks, or credit
  • Start debt-free and reach profitability faster
  • Total control of your business
  • Customized solutions to fi t your needs
  • Money can be used for any normal business expense including collateral for a loan

5 Year Management Consultation

You’re a phone call away from expert advice. At no additional charge you get: 

  • Tax Planning Advice
  • Legal Structure Advice
  • Exit Strategy Advice

BENEFITS

  • Startup or Existing Business
  • Minimum $35,000 – preferably $50,000 – in qualifying account
  • Account must be from previous employer
  • Be willing to set up a corporation
  • Start debt free and reach profitability faster
  • Invest in yourself rather than Wall Street
  • Be the owner and the investor
  • No tax penalties or taxable distribution
  • Pair with other programs to save money for working capital
  • No credit requirement
  • No bank involvement
  • No collateral
  • Can be used for any normal business expense, including collateral for a loan
  • Total control of your business
  • Five Year Management Consultation
    • Tax Planning Advice
    • Legal Structure Advice
    • Exit Strategy Advice

DOCUMENTS 

  • Most recent statement from qualifying account
  • Universal Application - beneficial for maximum funding; not required
  • Credit Report from the last 30 days
    • CheckMyReports.com
    • Preferred; not required

QUALIFYING PLANS

PLANDESCRIPTIONYES/NO
401 (K)Employer Sponsored Retirement PlanYes
403 (B)For Educators & Non-ProfitsYes
457 (B)For Government EmployeesYes
ANNUITIESNot a Retirement AccountMaybe
DESIGNATED ROTH ACCOUNTPortion of 401 (k) Put in a Roth AccountYes
ESOPEmployee Stock Ownership PlanMaybe
IRATraditional Individual Retirement AccountYes
LIFE INSURANCE$$ Put in After Taxes Are PaidNo
MONEY PURCHASEEmployer Sponsored PensionYes
PENSIONPlan Defined by DistributionMaybe
PROFIT-SHARINGDefined by Profits of the EmployerYes
ROTH 401(K) $$ Put in After Taxes Are PaidYes
ROTH IRANot a Retirement AccountNo
SEP-IRASimplified Employee PensionYes
SIMPLE IRAEmployer Sponsored IRAYes
STOCKS BONUS PLANEmployer Sponsored Retirement PlanYes
THRIFT OR SAVINGS PLAN$$ Matched by EmployerYes

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