Looking for tax deductions? At Defined Benefit Plan Partners, we help high-income business owners maximize retirement savings and minimize tax liability. If you haven’t filed your tax return yet, there’s still time to take advantage of this and take the deduction against your 2024 earned income.
Your Retirement. Your Tax Strategy. One Smart Plan
Wondering what a Defined Benefit Plan is and if it is right for you? In this short video, we will take you through how the plan works and how it can help you reduce taxes and grow your retirement savings. Watch now to see how this strategy can protect your wealth and future.
We’re Here to Help You Succeed
Whether a custom qualified plan makes sense for you or not. We are always available to consult with your tax professional(s) to be sure this approach suits you.
90+ Custom Plans Implemented
Our extensive experience guarantees effective plan designs for your needs.
Over 1,000 Consultations Conducted
We’ve guided numerous business owners through tax strategy complexities.
Ready to Save Taxes Now?
Your tax saving strategies deserve a smarter approach. Here’s where it begins.
Schedule a Discovery Call
We’ll explain how this works and answer your questions.
No Obligation Plan Design
Share some information about your company and tax situation, and we’ll design a custom plan for you.
Plan, Review, and Revise
Schedule a Zoom meeting to review your plan design and make revisions as you learn about your design options and plan flexibility.
Your Retirement. Your Tax Strategy. One Smart Plan
Sean Moneypenny and Chris Roehm are Certified Financial Planner professionals and Investment Advisor Representatives with Csenge Advisory Group.
John L. Csenge
Founder & Managing Partner
Eric J. Caisse
Chief Investment Officer & Partner
Sean Moneypenny
Wealth Advisor
Chris Roehm
Wealth Advisor
Take Control of Your Tax Savings Today
Let’s reduce your tax burden together.
As a business owner approaching retirement, rising taxes can be a genuine concern. At Defined Benefit Plan Partners, we turn that challenge into opportunity—helping you make high, tax-deductible contributions and keep more of what you’ve earned.
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