Kai-Zen Investment Strategy

Kai-Zen is an executive benefits program aimed at highly compensated individuals or professional groups, such as law firms, medical doctors, engineers, and other professionals that need an additional avenue over and above their normal 401K plan to help them save for retirement and plan for their future. 

Kai-Zen is particularly attractive for pass through entities where traditional deferred compensation is not viable, or groups that have maxed out their qualified plans and still want to save more.  It can also be a great vehicle for Buy-Sell plans, Key-Man Insurance, Stock Redemption, and Partner Buy Out.

Schedule an appointment to see if you qualify for this investment strategy. Click here.