The Problem
Many successful professionals are:
Paying six-figure tax bills every year
Limited by 401(k)/IRA caps (~$30K/year)
Forced into higher taxes later due to RMDs
The Opportunity
Custom Cash Balance Plans allow:
$100K–$350K+ annual deductible contributions
Significant immediate tax reduction
Flexible contributions based on income
Integration with advanced tax strategies
Lower taxes today. More wealth tomorrow. Stronger legacy for your family.
Get Started
Ready to Build Your Legacy?
Book a complimentary consultation with John M. Roney today. Let's explore how Roney Insurance Solutions can help you unlock new possibilities for your wealth, your family, and your future.
Schedule Your Consultation
Office Location
Pasadena, California
Serving clients nationwide
Phone Consultation
Available by appointment
What to Expect
30-minute complimentary consultation
Review of your current financial situation
Identification of tax-saving opportunities
Custom strategy recommendations
Where Custom Tax Strategies Meet Smart Insurance Planning
Services
Custom Tax Strategy Development
Premium Financed Life Insurance
Estate Planning
Retirement & Income Planning
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