RETIREMENT PLANNING IN PALM BEACH FLORIDA

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

A core group of employees are the lifeblood of small businesses. Without them, daily operations and long term progress would suffer. Helping your employees plan for their financial future is a valuable way that you as a business owner can show appreciation and take care of your workers.

Retirement plans for small business owners can be tailored to your specific business size and vision for your workers. If you are a sole proprietor, there are plans that are perfectly suited to your retirement goals.

At Palm Beach Tax Group, we offer a range of retirement planning solutions to maximize your investment options and balance your tax responsibilities.


We are prepared, along with our group of experts, to assist you with:


401(k). We can assist you in setting up 401(k)s for yourself and your employees.

Qualified Retirements Plans. We can also assist you in evaluating other retirement investment options such as IRAs and Profit Sharing to connect with the right option for you and your organization.

Employee Benefit Plans. We can help you set up medical, dental and other benefits for your workers.

Insurance and Asset Protection. Offer insurance benefits to your employees.

Succession Planning. Succession planning designates employees who will be ready to fill openings left by members of your workforce who retire or are promoted.

Estate and Trust Planning. We offer more elaborate retirement planning if you require it.

If you’re a small business owner or sole proprietor, it can be all too easy to get caught up in your day-to-day responsibilities and put retirement planning on the back burner. However, making some important steps now can ensure a secure future for yourself and your staff.   

No matter what your specific situation or needs, you can count on the professionals at Palm Beach Tax Group to assist you in creating the perfect customized plan to meet your long term financial goals.

We want to help you maximize your wealth and minimize your taxes!

CALL 561-655-5777 or contact us to start your plan today!