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Brookhaven Wealth Management

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  2. Who We Serve
  3. Self Employed

Self Employed

If you're self employed or receive 1099 income as your main source of income you're left to fend for yourself for many of the benefits you'd normally receive as a W-2 employee working for a big company.  However, with the right assistance you can customize all the benefits that best fit the needs of you and your family.  What's most opportunistic is the ability to take advantage of the various retirement plan options available to self employed individuals that generally are not available to you as a W-2 employee.  Here are some areas that we may be able to help you with as well as some videos to help explain:

 

  • Self Employed Retirement Plans (see more and the free offer below)
  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • Comprehensive Financial Planning
  • Investment Management

 

How We Help Self Employed Individuals

 

 

The good news is self-employed individuals have more retirement plan options available to them. The bad news is many are not aware of them, or have chosen a plan option that drastically underutilizes the tax code in maximizing contributions and reducing income taxes. For example, many self-employed individuals who utilize a Simplified Employee Pension (SEP) could very likely be saving more for their retirement and saving more in taxes by utilizing another type of plan or combination of plans, such as a Solo 401k and/or a Defined Benefit plan.

The difference in retirement plan options for self-employed individuals can mean the difference between retiring when you want to and retiring when you are able to. Understanding the right options is especially important for older business owners who are late in starting their retirement planning and need to catch up. Having the right plan or combination of plans is important for high-earning self-employed individuals who could benefit from even larger contributions and greater tax savings.

We offer a complimentary analysis to help you determine which plan options are most appropriate for you. Simply click the button to below to fill out a form to request a free report outlining your plan options along with the maximum allowable contributions and potential tax savings for each option based on your current circumstances.

Click Here

Who We Serve

  • Families and Individuals
  • Self Employed
  • Aspiring Retirees

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We would enjoy the opportunity to earn the privilege of working with you.

Brookhaven Wealth Management, Inc.
2002 Summit Blvd
Suite 300
Brookhaven, GA 30319

2002 Summit Blvd, Suite 300, Brookhaven, GA 30319

  Tel: 678-929-6570
  Fax: 678-929-6572
  Email: info@brookhavenwm.com

       

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Schedule a meeting through our online calendar:

For Clients:

Phone / Web Review

30
Min

In Person Review

60
Min

For non-Clients:

Introductory Phone Call

10
Min

In Person Initial Consultation

30
Min

Please complete our Discovery Survey in preparation for our first call or meeting

Discovery Survey

     Fill out the form below and we'll be in touch. 

 

Chris Cosenza CFP®, AIF®  is an Investment Advisory Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC.  Brookhaven Wealth Management and United Planners are independent companies. United Planners Investment Advisory Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MA, MD, NC, NJ, NY, SC.

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