“Quiver has been my confidante in growing my business and maximizing my retirement”

- Carlos DVM, Coachella Valley

Personalized Retirement Plans For Business Owners, Entrepreneurs and Executives.

We partner with you to uncover opportunities, solve the challenges and reduce the responsibilities associated with life as a business owner as well as the succession and legacy of your business.

 

 

Take Control of Your Retirement

With a Self-Directed Pension Plan Supported by Life Insurance

What is a Self-directed Pension Plan Supported by Life Insurance?

It’s a retirement strategy that helps you create a stable source of supplemental retirement income. At the same time, it protects your family from financial hardships in the case of your unexpected death.

This supplemental income is a safety net in case your real estate, stock portfolios or other sources of income fail or default on you.

Don’t Risk Losing it All
Start protecting your family now

Your entire livelihood is dependent on your ability to make money.

You worked so hard to build and grow your business so that you could provide a comfortable lifestyle for you and your family.

But what happens if your ability to run that business is taken away and you lose all your income?

Learn More

Protect Your Business with a Buy/Sell Agreement

A Buy/Sell Partnership Agreement (also known as a buyout agreement) protects your business from unexpected changes in your partnership. It is a legally binding contract that states how a partner’s share of the business may be reassigned in case of unexpected events.