SELF-EMPLOYED FINANCIAL MANAGEMENT
We believe the self-employed should have access to the same benefits that large corporations give their employees. This includes running payroll, having a retirement and health plan, and creating a holistic, fluid financial plan that takes into account all of life's milestones. We seek to have your business running as efficiently as possible, so you can focus on what matters most.
For the business:
Payroll: create W-2 income and tax efficiency
Retirement: decrease tax bill and create a nest egg
Business Taxes: accurate records and filing to save time
For you personally:
Income: cover living expenses
Investing: a plan to live the life you want
Personal Taxes: pay on time with no surprises
A partnership cultivating a holistic approach to help clients work smarter.
Business Formation & Compliance
Tax Planning & Implementation
Accounting & Finance
Form appropriate entity for tax efficiency
Ensure elements work together to pay lowest taxes
Make well-informed decisions to optimize growth
Workplace Retirement Plans
Business & Personal Financial Planning
Allocate resources efficiently to reach life's milestones
Unique investment strategy for each objective
Utilize tax-advantaged investment accounts
Investments and financial planning offered through Intent Investment Management, a Registered Investment Advisor with a CRD# of 315111. Tax Advisory and Planning offered through Amoretti Advisors, a California professional corporation.
WORKPLACE RETIREMENT PLANS
Completely digital platform paired with professional investment management and planning to efficiently deliver the best possible financial outcomes for clients. We have retirement solutions for owners and employees operating within any legal structure, including sole proprietors, independent contractors, LLCs, and Corporations.
Save time by opening an account in minutes
Disciplined investment process
Navigate market volatility and manage risk
Seemless Bank Integration
Automate savings through recurring contributions
Regular financial & tax planning
Holistic approach to live the life you
Self-Employed retirement plans offered: SEP IRA, Solo 401(k), SIMPLE IRA, Traditional IRA, Roth IRA, Defined Benefit*
*Defined Benefit plan contributions for 3-5 years are required to keep the plan on track to deliver the promised benefit in retirement. Upon termination of the plan, the assets can be rolled into an IRA where they will continue to grow tax-deferred until withdrawal. IIM will work closely with prospective clients to determine if the defined benefit plan is appropriate.