Chris Roehm
Helping Boutique Law Firms Maximize Tax Savings with Cash Balance Plans
- Role
- Wealth Advisor Specialist in Cash Balance Plans at Csenge Advisory Group
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Chris Roehm
I specialize in helping high-income business owners turn tax liabilities into long-term…
Experience
Wealth Advisor Specialist in Cash Balance Plans
Dec 2021 — Present · FL, US
I help successful business owners reduce taxes and accelerate retirement savings through the strategic use of Cash Balance Plans.Over the past three years, I’ve designed more than 100 customized plans—making this my specialty and passion. I work closely with clients and their tax advisors to craft retirement strategies that align with business goals, maximize tax efficiency, and build long-term wealth.I serve closely held business owners, farmers, medical groups, law firms, and other professional practices looking to make large, tax-deductible contributions—often to annually—while staying fully compliant with IRS rules and retirement plan best practices.By integrating the financial, tax, and legal elements, I help make these powerful plans work seamlessly within a broader wealth management strategy.
Education
University of Florida
Bachelor of Science Agriculture, Food Science
Skills
- Strategic Planning
- Life Insurance
- Valuation
- Mergers & Acquisitions
- Tax
- Succession Planning
- Asset Protection
- Business Development
- Business
- Business Strategy
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