Unlock Tax-Smart Retirement Strategies for Small Business Owners

We’re hosting an exclusive seminar to show business owners like you how to keep more of your profits and accelerate retirement savings with powerful pension strategies.

At Fuest & Klein, we’ve helped countless entrepreneurs and professionals cut taxes and build wealth through plans most people don’t even know exist. Join us to learn how these strategies can work for you.

DATE: 
Tuesday, October 14
Time: 
5:30 - 7:30 p.m.
Location: 
The Katy Gardens
|
1040 Schlipf Road
,
Katy
,
TX

What You'll Learn

  • Massive Tax Deductions: How high-income owners can contribute $100K–$300K+ annually and deduct it from business income.
  • Protect Your Profits: Ways to defer taxes on contributions and investment growth, letting your money compound tax-free.
  • Tailored Strategies: Why both solo entrepreneurs and small teams can benefit — and how to structure the right plan.
  • Retirement on Your Terms: Learn how to build a nest egg that competes with Fortune 500 executives, while maintaining the flexibility to adjust as your business grows.

How It Works — And What You’ll Learn at the Seminar

Most retirement plans limit what you can save. Pension Plans don’t. At the seminar, we’ll walk you through:

Traditional Plans: How fixed retirement benefits allow massive contributions ($100K–$350K/year depending on age and income). Perfect for older owners who want to catch up with retirement savings quickly.

Cash Balance Plans: How this hybrid approach blends pension benefits with 401(k)-style flexibility—ideal if you have employees. Contribute up to $150K–$200K annually with tax-deferred growth.

The Tax Win: How contributions reduce your taxable income, often saving thousands in federal and state taxes every year.

Who Should Attend?

This seminar is ideal for:

Small business owners, consultants, or professionals (such as doctors, lawyers, and CPAs) with high incomes.
Business owners over 40 who want to catch up on their retirement savings quickly.
Companies with 1–50 employees looking to design tax-smart benefits.

Why Fuest & Klein?

Sculpting wealth

We don’t just manage wealth — we sculpt it. With decades of expertise, we design plans that align with your business and lifestyle, all while keeping the IRS at bay. Our approach combines the elegance of a fountain pen with the precision of a laser.

Take Control of Your Taxes Today

Ready to keep more of your profits and build a retirement legacy? It's simpler than you think. Fill out our quick form to get a personalized tax savings estimate. No jargon, no fluff—just results.

Your financial present and future, all in one place

Our proactive technology integrates every facet of your financial world: investments, properties, insurance, and more. Connect your financial life with trusted CPAs and attorneys, all within a single platform where everything just works.

Register

Featured Speaker

Robert Fuest

Senior Vice President, Wealth Advisor