Financial Planning To Match Your Needs

 

​7Streams Financial Planning serves executives, business owners, professionals and highly compensated individuals who share the desire to reduce their personal tax liability.

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Business Owners

 

Nearly 91% of all Fortune 1000 companies provide a non-qualified plan to their key employees.  Our basic business premise is to allow Small Business America to use the same vehicle for saving taxes that is used by corporate America.

 

Non-Qualified Deferred Compensation (NQDC) plans under Section 409A of the IRS Code allow one to contribute an unlimited amount of income to the plan each year on a pre-tax basis.  

NQDC plans operate like a 401k plan but have no contribution limits and require strict compliance with the Enrollment, Funding and Distribution Rules of Section 409A. Non-Qualified Plans.

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Non-Profit Entities

 

Non-profit entities are also allowed to provide a Non-Qualified Deferred Compensation Plan but these plans must comply with Code Section 457.

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Individuals and Family Members

 

For the individual person, we assist in helping develop financial strategies to generate revenue, protect their wealth, and secure their futures.

 

We show individuals how to fill the gap in their retirement plans and have access to and control over their cash accumulation. We will guide you to some of the best ways to create, grow and protect your wealth to  have additional tax free income for life. 

 

We offer:

 

·  Life Insurance

 

·  Personal Retirement Plans

 

·  Annuities — (401k) Rollovers

 

·  Accident and Critical Care Insurance

 

·  Long Term Care

 

·  College Savings Plans    ​

 

Workshops and Seminars

 

Educational seminars are held on a regular basis. If you are interested in inviting us to your church, your business, employer group, school, women’s group, etc., please contact us.