"We help small business owners and high-earning professionals make 300k+ in recurring income through Retirement Solutions. "
Ways we do it
Premier Retirement Solution
Cash Balance Plan
Want to contribute significantly more to your retirement while lowering your tax burden? Cash Balance Plans offer a powerful solution for high-income business owners, doctors, and law firms looking to build wealth efficiently.
At FBS Group, we specialize in designing and implementing Cash Balance Plans that maximize tax savings and retirement growth while keeping your business financially strong.
Maxed out your 401k?
Strategic Roth Conversions
Are you looking for tax-free distribution and maximize your retirement wealth? At FBS Group, we specialize in advanced retirement strategies like the Mega Backdoor Roth and Backdoor Roth, helping high-income earners optimize their tax-free retirement savings. Our expertise ensures you get the most out of your retirement contributions while staying fully compliant with IRS rules.
Consult an Investment Advisor
to assess your specific scenario.
Retirement Savings Calculator
Use this simple tool to estimate your retirement savings and plan for a secure future.
Now available on Kindle and paperback on Amazon
The Ultimate Guide to Cash Balance Plans. breaks down everything you need to know about these powerful tax-advantaged plans, helping business owners, high-income professionals, and financial advisors maximize contributions and build wealth.
Other Retirement Solutions
Traditional 401(k), Solo 401(k), SEP IRA, Cash Balance Plan, Combo Plans, and more.