Explore nontraditional investing as a way to grow your business or as an additional component of your company's existing retirement plan.
Go beyond mutual fund investing and see how your company sponsored retirement plan can also offer access to shares/ownership in your business, membership interest in other ventures, real estate, agriculture and maritime rights, assets such as equipment or livestock, and other types of loans and liens.
Grow your company and minimize the inherent restrictions that come with more regulated investments. Don’t let large financial institutions limit your investing desires. LRS has the legal resources and technology to make nontraditional investments possible.
Instead of investing your personal finances, use retirement money and reduce your tax burden in the process.
Give your plan and your company room to grow all while increasingly diversifying your portfolio.
Whether you’re interested in retirement savings, tax strategy, or non-traditional investments our staff of industry experts will meet with you to identify your specific goals.
Our custom plan designs, both traditional and nontraditional, are backed by years of expertise in the industry. We are committed to creating a plan that best satisfies your needs.
We’ll guide you through the process step-by-step and answer any questions you have along the way. Don’t worry, we’ll do all the heavy lifting!
Don’t allow large financial institutions to limit your business potential simply because of the industry you operate in. Take control of your destiny with the Rollovers as Business Startups (ROBS) Plans. The ROBS Strategy for business financing gives business owners and entrepreneurs the ability to start or grow their businesses without having to acquire a traditional bank loan and burying themselves in debt. Learn more about the ROBS Strategy in these articles.
Innovate ahead of the curve and start investing 401(k) monies into digital assets like bitcoin and other cryptocurrencies. Don’t let the future pass you by, instead let digital assets be your ticket to a financially secure retirement.
Given how few financial institutions are willing to work with cannabis companies, many business owners and executives are unaware that they can legally offer retirement benefits to their employees. Our team of legal, financial, and retirement industry experts have been working side-by-side with cannabis organizations since 2014 and have developed several retirement plan solutions specifically for companies operating in cannabis. For more information on our work with cannabis click the following link.
The SECURE Act greatly enhances the ability for small and medium-sized employers to maintain retirement programs for their employees with the creation of a new retirement vehicle called a Pooled Employer Plan. Reduce expenses, simplify decision-making, and decrease the amount of time and effort you devote to maintaining your ROBS plan by adopting a pooled employer plan through Leading Plan Solutions™!
Our industry benchmark reports help you understand how competitive your retirement plan is. We provide companies and entrepreneurs with insight into what their competitors and colleagues are implementing and offering in terms of employee benefits, particularly retirement plans (e.g. 401k, Defined Benefit, Profit Share and more).
