Providing Forward Thinking Financial Advice

Passport Wealth will review your situation and recommend the appropriate small business retirement plan that benefit both the owner and employees.

SIMPLE IRA: 

• Ideal for companies with 2 to 40 employees
• No plan administration required
  
• High tax-deductible contribution limits
  
• No setup or admin fees

SEP IRA: 

• Ideal for a one-person company
  
• Easy to administer
  
• No payroll processing
  
• High tax-deductible contribution limits

Passport Wealth will assist in the plan setup, ongoing administration, and employee education and communication

Passport Wealth will assist Future Retirees (Retirement Far Away) in planning for a successful retirement by offering:

• Retirement Planning Calculations
  
• Appropriate Risk Level Assessment
  
• Education on Retirement Plan Types (Roth IRA, Traditional IRA)
  
• Investment Management Style Options
  
• Growth-Focused Investment Portfolios
  
• Financial Market Education to Enhance Comfort with Fluctuations
  
• Paperless Account Setup and File Retention
  
• Progress Tracking and Performance Communication
  
• Ongoing Communication of Progress Towards Goals

For more aggressive investors with a longer timeframe, Passport Wealth offers Static Risk Investment models. The underlying assumption of these models is that clients are comfortable accepting more volatility and possible losses, prioritizing the capture of all potential gains over the avoidance of possible losses.

Passport Wealth will assist Near or Current Retirees in planning for a successful retirement by offering:

• Retirement Distribution Calculations
  
• Appropriate Risk Level Assessment Focused on Protecting Principal
  
• Investment Management Style Options Emphasizing Protection from Large Market Losses
  
• Financial Market Education to Enhance Comfort with Fluctuations
  
• Paperless Account Setup and File Retention
  
• Progress Tracking and Performance Communication
  
• Principal Protection-Focused Investment Portfolios
  
• Ongoing Communication of Progress Towards Goals

For Near or Current Retirees, protecting from large market losses may be more important than significant growth, given the shorter timeframe. This is especially true if retirement distributions have already started or are close to starting. Passport Wealth offers Managed Risk Investment models, which prioritize safety over taking unnecessary risks. While they seek good performance, they prefer to sacrifice potential gains if it means safeguarding against significant losses in case the markets don't perform as anticipated.