Business owners have many additional opportunities from a financial point of view. The mission of the Optometric Resource is to help guide business owners to maximize opportunities both today and in the future while minimizing risk and taxes. Every business is different; however, many business owners have similar decisions relating to maximizing value while minimizing risk and taxes, several key strategies are:
- 401(k) Plans
- Measures to protect business from unforeseen circumstances
- Key employee incentive plans
- Profit sharing
Practice Benefits Planning
BASIC GROUP BENEFITS:
- Medical and Dental
- Section 125 Plans Cafeteria Plans
- Group Life and Disability
- 401(k), SEP and Simple IRA's
- Profit sharing plans
BASIC BUSINESS PLANNING:
- Key Employee Protection and Retention
- Business Continuation and Exit Strategies
- Buy/Sell Agreement Funding Options
- Practive Overview
ADVANCED PAYROLL BENEFITS:
- Payroll Deduction 529 College Savings Plans
- Group Long Term Care
ADVANCED RETIREMENT PLANS:
- Plans designed to attract and retain Key Employees
- Pension Plans
- Combo Plans
- Non-Qualified Retirement Programs
- Salary Reduction and Salary Continuation Plans
- Benefit Plans for Highly Compensated Employees
- Executive Bonus Plans
- Deferred Compensation
VALUES ADDED TO THE STAFF:
- Access to Comprehensive Financial Planning*
- Comprehensive Financial Planning Seminars
- Asset Allocation*
- College Planning
- Estate Planning
- Investments*
- Protection Planning
- Retirement Planning
We love working with optometric professionals, their practices and their families. Our time, energy and effort is spent getting to know your industry and those who can help you succeed. We look forward to meeting you!
