401K / IRA

There’s an easier, smarter way to 401(k). Cracking the Code to Financial Mastery: Supercharge Your Wealth with 401(k) and IRA

It’s time to take your financial journey from good to legendary. You’ve poured your heart and soul into your venture, pushing the boundaries of success. But here’s the real talk: when life’s unpredictable twists hit or retirement calls, will your wealth be your fortress? Let’s dive into a plan with a strategy that will not only protect your assets but also propel your wealth to financial success – one dollar at a time.


Elevate Your Wealth Game: 401k and IRA as Your Financial Sidekicks

Retirement planning is of paramount importance for every small business ower, and our expert advice on SEP-IRAs, Solo401Ks, Company401Ks, and more will set you on a path to financial security.

Imagine this: Forbes drops a bombshell – 8 out of 10 businesses won’t find a buyer. Ouch, right? But guess what? You’re not just any business owner; you’re the mastermind behind your empire. So, when life’s challenges arise, don’t you want to stand strong with a financial cushion that matches your greatness? That’s where the magic of contributing to your own 401(k) and IRA accounts every year that you own your business comes into play – a plan that turns your rich financial dreams into a blockbuster wealth reality.

Automate Your Retirement Savings 

Easy Payroll Sync

All your employees must do is keep payroll up to date and the 401(k) takes care of itself.

easy payroll sync 401k/ira
affordable and transparent pricing 401k/ira

Affordable, Transparent Pricing

We helps clients save with fewer fees and one simple monthly price for employers.

Onboarding and Investments

We’ll even provide support onboarding your employees and help them set up contribution rates, manage investments and more.

onboarding and 401k/ira

What it means to strategize with us!

From Ordinary to Extraordinary: The Power of Smart Planning

It’s not just about building a business; it’s about crafting a legacy. When life’s milestones approach, you want to greet them with confidence, knowing your wealth is locked in and ready. Picture yourself basking in the success you’ve worked tirelessly for, all thanks to the strategic moves you made today. And let’s be honest – it’s a philosophy that our own Founder & CEO, Chase Insogna, follows too.

401(k) and IRA Unveiled: Your Path to Wealth Mastery​

Now, let’s unpack the treasures of 401(k) and IRA. These aren’t just financial tools; they’re your allies in wealth-building. Think of them as the Robin to your Batman – a loyal companion that shields your assets from unwanted creditors and helps magnifies your
wealth along the way.

Defense Mode: Asset Protection in Full Swing

Imagine this scenario: your wealth is a fortress, and asset protection is your impenetrable shield. With 401(k) and
IRA, your hard-earned riches are safeguarded from life’s curveballs. These plans shield your assets from creditors, keeping your legacy intact and thriving.

Unleash the Compounding Magic: Build Your Financial Empire

Now, let’s talk about the real magic – the power of compounding. This isn’t just about saving; it’s about watching your
wealth snowball into something awesome. By maximizing your contributions to a 401(k) and IRA each year, you’re fueling a financial avalanche of growth. Your money grows tax-deferred, allowing you to accumulate wealth like a savvy
treasure hunter.

Lights, Camera, Action: Your Call to Ignite Your Wealth Strategy

Ready to take center stage in your financial journey? It’s time to step into the spotlight. Connect with us today,
and let’s ignite your 401(k) and IRA strategy. Don’t be a supporting character in your own story; be the protagonist who’s calling the shots. Together, we’ll script a financial adventure that’ll have you retiring like a true legend.

Embark on Your Financial Odyssey: Contact Insogna CPA

The stage is set, the opportunity is knocking – all you need to do is reach out. Connect with Insogna CPA today, and let’s set sail on your wealth-building journey. Think of us as your financial co-pilots, guiding you through the intricacies of wealth maximization. Trust me, this is a story you’ll want to be part of. So let’s create your financial legacy, one strategic move at a time.