Qualified Retirement Plans

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A plan that meets requirements of the Internal Revenue Code and as a result, is eligible to receive certain tax benefits. These plans must be for the exclusive benefit of employees or their beneficiaries.

CA Insurance Lic. # 0B99929 Benjamin Hill
CA Insurance Lic. # 0D86785 Brandon Hill

Advisory Services offered through Wealth Enhancement & Preservation, Inc., Registered Investment Advisor. Securities offered through Galt Financial Group, Inc., a Registered Broker/Dealer. Member FINRA/SIPC.

Galt Financial Group is registered to sell securities in the following states: AZ,CA,HI,NV,NY,OR,TX,UT,WA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Qualified Retirement Plans

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