United States · Case study
A $2M commercial cleaning company where her husband and her son are the only other people on payroll.
The advisor describes a profitable commercial cleaning business with family members on payroll and limited retirement savings. The owner wanted to review the tax bill while building assets outside the business.
The advisor reports $40,000 in tax savings following the planning review. This figure is an advisor-reported outcome, not an independently verified result or a forecast for another owner.
Family payroll alone does not establish eligibility for an owner-only 401(k). Plan coverage, contribution limits and tax treatment require professional review. Contributions are not dollar-for-dollar tax savings; the projected $3 million reserve is not a completed result.
This case study describes one client’s circumstances and is provided for information only. Individual results vary and are not typical. Projected figures are illustrations based on the advisor’s own case design rather than booked results, and are neither a quote nor a projection of your outcome. Preserve Wealth Group is a referral and marketing platform, not a licensed financial, tax, or legal advisor. Independent licensed professionals implement every strategy described. No client identifying information has been disclosed.
Physician
Manufacturing
Medical - anesthesiology
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