SPOTS ARE ALMOST GONE!
FREE 20-MINUTE VIRTUAL CONVERSATION FOR BUSINESS LEADERS

Get your 100% FREE no-obligation 20-Minute Conversation Session Call ($375 Value) to see if you and or your organization is a good fit for our proprietary Tailored Individual Pension Plan (TIPP) that can save you and your employees up to a $100,000 or more in taxes while working and in retirement.  

As Seen In 

The 4 Components of TIPP

HEALTHCARE
Creating a customized strategy for healthcare while you are working is the key to successfully navigating healthcare costs in retirement.

Many of the tax breaks available to working individuals go away once you are retired. In addition, the premiums you pay for Medicare Part B and D are based on your retirement income. The more you make the more you pay. 

In many cases a successful saver can pay 3 times as much for their Medicare premiums than the baseline premium cost. This can add hundreds of thousands of dollars to your out-of-pocket healthcare costs in retirement over your lifetime. 

We assist our clients in planning for these costs ahead of time by creating tax-free income buckets to pay for healthcare costs and in many cases reduce the impact of higher Medicare costs.

What is your plan for healthcare costs in retirement?
GUARANTEED INCOME
We will show you and your employees how to turn your 401(k) plan assets into a guaranteed income stream that you and your family cannot outlive and has the ability to increase over time.

In addition, through the use of Roth accounts we can turn some or all of that income into tax-free income in retirement.

Our strategies are designed to give our clients the peace of mind that was provided by traditional defined benefit plans in the past without your organization having to take on the liabilities that can occur with those plans.

Are you and your employees creating guaranteed and sometimes tax-free income in retirement?
PROTECTION
The unknowns in life can destroy even the best planning. 

Ensuring that you, your family, your organization and its employees are protected against catastrophic life events is the foundation of our strategies. 

It is our imperative to make sure that our clients are protected against death, disability and chronic illnesses. 

Many of these programs can provide tax advantages to your organization and your employees. We custom design this protection to take into account your specific needs and that of your group.

What would happen to you, your family, your organization and your employees if you were to die unexpectedly or become unable to work?
LONG-TERM CARE
If you have ever dealt with an aging parent or grandparent with a serious illness or cognitive impairment then you know the toll that this can cause on the patient, caregiver and family both financially and emotionally. 

While many of our clients have the financial wherewithal to self-fund the costs of long-term care for themselves and their spouses many of their employees do not. 

The federal tax code provides many organizations with tax benefits for offering long-term care benefits to their employees. The advent of new products offered by insurance companies makes many of these benefits an attractive alternative to self-funding and can save your organization and its employees thousands of dollars annually.

Are you saving on taxes today while planning for potential long term care costs in the future?

"Michael has extensive knowledge of the insurance industry, is a creative, outside the box thinker and treats his clients with honesty and respect."
Douglas Smith

Bespoke Process 

Our name comes from the tradition of Savile Row and its tailors who have been crafting one-of-a-kind creations for their clients since the 17th century. Every business leader and its organization are different from the benefit programs they offer, their tax status, their employee workforce and their needs in recruiting, retaining and retiring those employees.

Are you ready to take the next step to building a bespoke retirement plan for yourself and your employees?
Copyright 2022 - Bespoke Reirement - All Rights Reserved