We understand the time and expertise necessary to run a successful business. By partnering with Retirement Refined you’ll have an experienced, credentialed team at your disposal that can assist you whether you are a mid-career or mature entrepreneur.

As a business owner client of our firm, you’ll be provided with guidance in the following areas:

Business Retirement Plans — A variety of custom plans are available to fit the needs of your business that may assist in reducing taxes, building retirement savings, and providing an attractive benefit to recruit, reward, and retain valuable employees. From defined contribution plans such as a 401K, SEP-IRA to defined benefit plans and non-qualified plans. We provide a thorough evaluation to make sure you have the plan that is right for your business.

Business Protection Planning — Protecting your ability to earn an income for your family is a key area of protection planning. From individual and group disability protection to key person protection, business exit strategies and business succession planning, you’ll find our guidance to be objective, strategic, and completely centered around your specific needs and desires.

Retirement Income Planning — Our Retirement Income Planning process will assist you in preparing for the time when you want to begin either a phased retirement or a complete retirement. Our process will develop clear, concise strategies designed to help you enjoy your Retirement years with confidence.

Meeting your business goals and multi-tasking to ensure daily operations run smoothly are challenges many business owners face. With the number of hats the business owner must wear to keep cash flow moving, it’s no wonder your business financial planning is put on the back burner. The passion and drive necessary to run a successful business often makes preparing for your retirement, and other family desires, challenging in light of your business responsibilities. This results in a tendency to procrastinate when it comes to not only business financial planning but also personal retirement planning. Our team approach includes your CPA and Attorney to ensure that your best interests are placed in the center of all of your planning.

To schedule an appointment with Paul Levin, please click on the link below:





Investing involves risk including loss of principal. No strategy assures success or protects against loss.

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