Quantcast
Channel: LivingSpiritGuide » Financial
Viewing all articles
Browse latest Browse all 31

Reach the Baby Boomer – the Latest CPA and Financial Advisor Whitepaper from mybusiness401(k)

$
0
0

Poulsbo, WA (PRWEB) November 6, 2007

mybusiness401(k), LLC (http://www.mybusiness401k.com) today introduced their latest whitepaper entitled: Are You Missing the Small Business 401(k) Market?: 7 Tips for Reaching the Boomer in Transition.

“The challenge most financial advisors face is where to start when their clients ask about the small business 401(k) also known as the Solo 401(k). This whitepaper is written to explain the opportunity in using this type of 401(k) as a vehicle for alternative investments such as buying real estate or private placements,” said Gary Anderson, CPA, and founder of mybusiness401k.

Baby boomers routinely are asking for control of their investments and looking for ways to diversify and be more active in their investments (such as real estate investments). mybusiness401(k) is about taking the world’s best technology, the human brain, and applying online technology to the process of serving your client with these well known, but still niche, service products. The financial advisor and CPA use mybusiness401k to guide them as they serve clients looking at unique investment opportunities.

Key Takeaways:


Viewing all articles
Browse latest Browse all 31

Trending Articles