Business owners
Turn strong cash flow into a coordinated tax and retirement strategy.
Discover — Financial diagnostic for high-income business owners
You may be paying significantly more tax than necessary.
WealthPrime diagnoses where tax-efficient wealth opportunities may be hiding, explains why they exist, and shows what they could mean for your future capital.
Personalized planning
CPA coordination
Professional implementation
A simpler starting point
From unanswered question to validated strategy.
- 01
Measure your current tax gap
Share a few facts so WealthPrime can test whether your current structure may be leaving opportunity unused.
- 02
Understand why it exists
See the plain-English reason first. Plan names, assumptions and technical detail remain available when you need them.
- 03
Validate the strategy
Review the wealth effect with a WealthPrime strategist and your CPA before implementation.
See the deliverable
Understand what changes—and what it takes.
Your Tax Opportunity Report separates the current situation, potential change, contribution and financial impact so the measures remain easy to compare.
- Current and proposed tax totals
- Potential retirement-plan contribution
- Assumptions, sources and disclosures
- Clear next steps for strategist and CPA review
The $250,000 question
What could be working toward your retirement?
Adjust the example income to preview the illustration. These figures are not your results.
$200K$2M
Illustrative contribution: 50% of income, capped at $350K. Example savings use a 45.75% combined effective rate.
Illustrative Example
Hypothetical information for education — not your results
Example scenario · These are not your results
01
$500K
Business income
02
$250K
Potential combination plan contribution
03
$114K
Example Tax Savings
04
$250K
Working inside the retirement strategy
Illustrative example only—not personalized tax advice. Actual results depend on individual circumstances, plan design and applicable tax rules.
Find My Tax OpportunityWho we help
Built for people building something.
Physicians & professional firms
Model plan designs around high income, partners and employee needs.
CPAs & advisors
Bring a clear opportunity analysis into the client conversation.
Trusted perspectives
What owners and their CPAs value in the process.
The analysis reframed the conversation. Instead of a generic retirement-plan pitch, I had a specific, documented opportunity my CPA could actually evaluate.
Founder & CEO
Manufacturing company
What stood out was the discipline. Every assumption was labeled, sourced and explained, and nothing was presented as guaranteed. That transparency is why we kept going.
Managing Partner
Professional practice
WealthPrime speaks our language. The report sets current and proposed totals side by side with the methodology attached, so client review is faster and better grounded.
CPA & Tax Advisor
Regional accounting firm
Planning opportunities
A wider view of the decisions in front of you.
Select a topic for a concise explanation. Strategy fit requires professional review.
A clearer strategy starts with a better conversation.
Bring your goals. Your CPA is welcome. Leave with a better understanding of what may be possible.
Talk with a WealthPrime strategist45 minutes • No obligation to implement
Technology identifies the opportunity. Experience builds the strategy.
Advanced retirement-plan expertise through Retirement Administration, Inc.—serving businesses since 1978.