Welcome to Corporate Plus

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401K PLANS

We specialize in working with associations and businesses to provide retirement plans that are cost effective and educational while supporting employees in reaching their retirement goals.

CHARITABLE PLANNING

Almost everyone donates to charities annually, and the majority are looking for ways to be more strategic in their giving. Discover how to incorporate charitable planning as part of a holistic wealth management strategy for families and charitable organizations.

Tax Strategies for Business

We have a strategic alliance with two firms that specialize in helping thousands of companies reduce expenses and obtain large federal tax incentives that would otherwise go uncaptured.

TRUSTS

Strategies Group Inc partnered with three Trust companies to provide personalized trust administration services for families and organizations. Asset Protection Trust is used to protect your assets from future creditors, divorce, lawsuits or judgements.

401K ROLLOVER

Questions on Rolling your 401K? When you work with Strategies Group Inc to roll over your 401K, 403B, 457, or Thrift Savings Plan, we will assist you with all of the necessary paperwork and help to simplify the process.

TAX-FREE RETIREMENT

Which would you like, Taxable or Tax-Free Retirement? Strategies Group Inc can help you establish a special program that will provide tax-free… that’s right… tax-free income to them in their retirement years.

TRADITIONAL IRA TO A ROTH CONVERSION

Convert your Traditional IRA to a Roth, while you still can! Strategies Group Inc has a solution, and we’ve already helped many of our clients begin to convert their fully taxable IRA’s into tax-free Roth’s.

IRA STRETCHING

Stretch your IRA across generations! Strategies Group Inc can assist you in establishing a plan to stretch your IRA funds across multiple generations to children, grandchildren and great grandchildren…or to the charity of your choice.

For your convenience, our most common customer questions are answered right here. Not finding what you want? Reach out directly through our Contact Us page.

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James Cahoon is the Founder and CEO of Strategies Group Inc. He started in the insurance and financial services industry in 1993. James has always focused on the unique needs and goals of the retiree community and business owners. James and his team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.

James holds an active Series 65, which means his responsibility is to provide the utmost trust and confidence to manage and protect property or money for another’s benefit. His main objective is to establish relationships built on Trust and to bring security and peace of mind to his clients. Since each client is unique, his recommendations are tailored to each specific client. Regardless of the size of his or her estate, James’ mission is to show his clients how to increase their retirement income, lower taxes and protect themselves from financial risks.