Use Advanced Planning to Grow Your Retirement Wealth

Eliminate tax liability by diverting funds
into wealth generating accounts

What is Advanced Planning?

Advanced Planning is the process of analyzing your income sources and implementing a strategy that maximizes wealth generation. In this specific strategy, we focus on utilizing pre-tax pension and retirement accounts that are used to fund investments and insurance products with pre-tax income. These investments and products offer significant returns and provide superb diversification and asset security. Put simply, we take money that you would have paid in income taxes and convert it into retirement wealth.

Pay less in income taxes and send more to your retirement wealth.

This IRS-permissible strategy is complicated in practice, but easy enough to understand in theory.

We work with your CPA or accountant, utilizing Advanced Planning to establish pre-tax pension accounts that are used to fund multiple types of investments that all directly boost your retirement wealth. In addition to funneling more money to your retirement portfolio, this strategy significantly decreases your taxable income and increases your overall wealth.

Here's a glance at a real business owner's financial situation
before and after implementing Advanced Planning.

(Spoiler alert: He saved over $500,000 in taxes)

Don't just take our word for it.

Many businesses have contributed to the data we've provided below, and the range of business owners eligible for Advanced Planning is wide.
Here's a sample of the kind of tax savings we have achieved for different industries.

TRUCKING

Tax saving achieved:
$250K – $1.8mil

Gross Revenue: $10mil – $100mil
# of employees: 25 – 200

MANUFACTURING

Tax saving achieved:
$250K – $1.8mil

Gross Revenue: $10mil – $100mil
# of employees: 25-100

GARMENT WHOLESALE

Tax saving achieved:
$250K – $2mil

Gross Revenue: $5mil – $60mil
# of employees: 25 – 200

EMPLOYMENT OUTSOURCING

Tax saving achieved:
$250K – $600K

Gross Revenue: $3mil – $15mil
# of employees: 25 – 200

DOCTORS/DENTISTS

Tax saving achieved:
$250K – $1mil

Gross Revenue: $1mil – $5mil
# of employees: 2 – 20

HOME HEALTH AGENCIES

Tax saving achieved:
$250K – $600K

Gross Revenue: $3mil – $15mil
# of employees: 25 – 200

ATTORNEYS

Tax saving achieved:
$250K – $1.4mil

Gross Revenue: $1mil – $7mil
# of employees: 2 – 20

CPAs/ACCOUNTING

Tax saving achieved:
$200K – $600K

Gross Revenue: $1mil – $3mil
# of employees: 5 – 20

Disclaimer: These average tax savings are in no way guarantees of future performance. Every case is different and we encourage you to talk with us and your CPA/accountant to get a better idea of how Advanced Planning can work for you.

Meet Aleksander Dyo

He’s an expert in advanced pension planning and business consulting.

Get to know us

Together, Aleks and Kelly co-founded and operate Profectus Financial with the common goal of helping business owners grow their wealth and accelerate their success. Experts in tax-saving strategies, they've helped hundreds of business owners save hundreds of thousands of dollars in taxes. Their industry-leading work in Advanced Planning design and implementation has earned them MDRT Top of the Table memberships for years running, as well as features in industry publications like Forbes and MDRT Magazine.

Meet Kelly Woo

She was featured in MDRT Magazine for her outstanding performance in the field.

Want to save big on 2017 taxes?

Our guess is yes, and we can help. We're offering a year-end financial consultation to help business owners learn how much they could be saving in taxes. The best part? It's totally free.

Request A Call

You can let us know what time of day works best for us to contact you.

Request An Email

We'll send you more information and let you know what steps to take next.

Don't feel like waiting?

We like your style. Feel free to contact us at any time to learn more and schedule
your complimentary consultation. We look forward to hearing from you!

[contact-form-7 id="26213" title="BO Lead Gen - Popup Email - AI"]

[contact-form-7 id="26212" title="BO Lead Gen Popup Call - AI"]

When should we call you? (Times in PST, choose all that apply)
8am - 10am10am - 12pm2pm - 4pm4pm - 6pm

[contact-form-7 id="26153" title="BO Lead Gen - Popup Email"]

[contact-form-7 id="25936" title="BO Lead Gen Popup Call"]

When should we call you? (Times in PST, choose all that apply)
8am - 10am10am - 12pm2pm - 4pm4pm - 6pm

[contact-form-7 id="25745" title="HNW Lead Gen Form"]



[contact-form-7 id="25738" title="BO Lead Gen Form"]