Business Services

At Advantage Investment Management, we believe in tax reduction planning. This involves deploying strategies that minimize income tax liability by deferring income, maximizing deductions and deductible expenses for a particular year, and selecting tax-advantaged investments that bring benefits for

Only a fraction of small businesses offer retirement plans to their full-time workers. A group retirement plan helps your company attract and retain quality employees, while also creating tax advantages that benefit both you and those who work for you. Retirement plans are also a good way to

Your business is your life's work. Imagine your desk with someone else sitting at it. That person could be someone you have chosen, trained, and trust. Or it could be someone you’ve never met. Without a succession plan in place, many businesses won’t survive beyond the initial owner. After the owner