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Modern Qualified Plans
Retirement Tax Minimization Strategy
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Complete this if your client or any of their family members own any additional companies. Please submit one for each company owned.

Legal Company Name:

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Owner's Name:

Type of business:

Percentage of Ownership?

If LLC, how is the business taxed?

Business Inception Date:

Fiscal Year End:

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Executive Concierge Team Phone:

(614) 927-0909

For All Inquiries Email:

info@mchenry-advisers.com

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Also, by appointment.

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New Albany, Ohio 43054

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