For Business Owners
Protect What You've Built
Tax savings, income, and continuity — one strategy.
Strategies for Owners
Strategies Built for You
Explore the planning approaches Rene designs for California business owners.
Business Succession
Buy-Sell Agreement Protection, key-person coverage, and executive bonus (162) plans to protect enterprise value and retain talent.
Defined Benefit Plan
Reduce taxes now and build guaranteed retirement income with contributions beyond traditional plans.
TFRA Strategy
Build retirement cash flow without market risk — tax-advantaged growth with flexible access.
Retirement Planning
Comprehensive safety-net strategies to protect income and legacy as you approach retirement.
Complimentary & no obligation
See Your Potential Savings
A complimentary strategy session can determine whether these approaches align with your goals, income, and business structure.