Self-employed? A SEP Plan with West Capital Management can offer you a dollar-for-dollar tax deduction, tax-deferred growth, and professional asset management—all delivered in a simple account that’s easy to set up and administer. We incorporate your SEP account into your overall wealth management strategy. You receive quarterly reports, a private web page with daily updates, ongoing tracking of your contributions and a year-end report to help your CPA complete your tax return.

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