M&K Financial Services
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Pension Planning:
- Strategies to maximize owners' contributions
- 401(k) and pension solutions that offer a broad array of investment options and excellent client servicing
- Three tier service: M&K Financial Services, M&K Retirement Benefits and Independent Investment Platforms
- Deductible life insurance strategies utilizing pension plans
- Retirement distribution planning to maximize generational wealth
- Insurance and investment audits i.e. review of current programs and proposal of alternatives where necessary
- 412(i) plans for maximizing tax-deductible contributions towards retirement
- A defined benefit plan that favors the senior business owner
- Generally, these plans provide for higher contributions and tax deductions than traditionally defined benefit plans due to the conservative guarantees provided by the insurance products used to fund the plan
- Funds are available to provide retirement benefits, and the death benefits provided by these plans can be used for estate planning needs including buy-sell funding
Securities offered through AMERICAN GENERAL SECURITIES INCORPORATED. Member of NASD and SPIC, 2727 Allen Parkway, Suite 290, Houston, TX 77019 - phone # 800-247-4669. Member of the American International Group, Inc. M&K Financial Services LLC is a separate entity from any member of the
American International Group, Inc. Money management services are offered through M&K Investment Advisers LLC, an Independent Registered Investment advisor.
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