Helping you choose the financial path that's right for you

At Intrepid Financial Solutions Inc., we offer sound insurance and investment advice to individuals and businesses.

Smart strategies for a tax-effective retirement plan

Is an Individual Pension Plan or a Retirement Compensation Account right for your business?

It’s never too early to start planning a successful business transition – and your retirement. Whether your business succession plan includes transferring your business to a family member, or selling to a business partner or third party, it’s normal to have some concerns.

You may have some of these questions on your mind:

  • How can I provide a pension for myself, other family members or other executives?
  • How can I create a tax-effective strategy for now – and for later?
  • With all of the options available, which one is right for me?

A financial security advisor can work with you to develop a plan that keeps you in charge of your retirement.

Read more smart strategies for a tax effective retirement plan