Let’s plan the journey together!
Palma Financial Services, Inc. is a Dublin CPA firm with a strong client satisfaction focus. We average 4.9/5 star reviews because of our team efforts to exceed our clients’ expectations. Our services include:
- Business Planning
- College Planning
- Cost Segregation
- Life Insurance
- Retirement Planning
- Tax Planning
- Tax Resolution
- Financial Seminars
- and more
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Getting The Ball Moving And Hitting A Reward
“Great things are not done by impulse, but by a series of small things brought together.” -Vincent van Gogh
Early in my career as a manager, I discovered that when one employee receives a reward or bonus, some coworkers could respond with a little resentment or skepticism.
You’ve built a successful career. Are you building a successful retirement? If there was a way to legitimately deduct $350,000 or more per year from your taxes while funding your secure retirement, would you want to take a look? A Defined Benefit Pension Plan provides for large current tax deductions and very high income in retirement. The business contributes enough money to create a guaranteed income stream for each participant during retirement.