"Business Owner" Benefit Plan (RPT™)
Medical & Dental Professionals
Medical and dental professionals, even when running successful practices, often face a distinct mix of concerns that blend clinical, financial, and business challenges. At Noble Wealth Solutions we have exclusive solutions that other financial professionals do not know about or have access to. We can help you pay less tax, save more for retirement, protect the enterprise value and your family with our solutions.
Law Firms, CPA Firms, And Other Professional Service Practices
Law firms, CPA firms, and other professional service practices (like consulting, financial advisory, and architectural firms) face their own set of challenges—especially as they grow and scale. At Noble Wealth Solutions we can help reduce the amount of tax you are paying and address some of the most common concerns for these types of businesses
Private Companies With High Income Owner(s)
Owners of successful small businesses face a unique set of challenges—even when things are going well. We have the solutions you want to reduce the amount of taxes you are paying, protect your business and save more for the future. Here are some of the most common and impactful ones:
A strategic resource for Tax Advisors
We recognize how challenging it is to stay current on every new tax strategy, planning solution, and code revision. That’s why we’re here—to serve as your partner in delivering advanced, tax-advantaged strategies.
Bob W., San Francisco, CA
I was introduced to Ben Levine and Noble Wealth Solutions by my CPA in 2012, and working with him has been a game-changer for my business and financial future. As a business owner, I was looking for tax-efficient strategies to maximize retirement income while maintaining financial protection. Ben introduced me to the Restricted Property Trust, and I was immediately impressed by his deep knowledge and ability to tailor the solution to my needs.
The process was seamless—Ben and his team have guided me every step of the way, ensuring I fully understand how this strategy provides significant tax savings while giving me control over participation. Thanks to his insights, I have a powerful plan in place that not only reduced my tax burden but also built long-term wealth that I am utilizing now to finish some important projects.
I highly recommend Ben to any business owner looking for innovative financial solutions. His knowledge, professionalism, and dedication to his clients truly set him apart!
Craig S., Szabo, Calabasas, CA
I have been collaborating with Ben Levine and Noble Wealth Solutions for over 20 years, and not only has he been an invaluable resource for my clients, but I am also a client myself. As a CPA, my priority is to help business owners minimize taxes, grow their retirement savings, and ensure financial protection for their businesses and families. Ben’s expertise and innovative strategies—especially the Restricted Property Trust—have provided my clients with powerful solutions that achieve these goals.
Ben has a deep understanding of tax-efficient planning, and his ability to tailor solutions to each client’s unique needs has made a significant impact. Time and time again, he has helped my clients reduce their tax burden, build long-term wealth, and implement financial protection that give them peace of mind.
I highly recommend Ben to any business owner looking for a knowledgeable and trusted advisor. His professionalism, strategic approach, and dedication to his clients make him a true leader in his field.
Marisha C., Westlake Village, CA
Ben Levine is one of those rare professionals who can not only be counted on to provide innovative and creative solutions but who can also effectively communicate those solutions in ways that are easy to understand-which is no small feat when insurance and taxes are involved! Ben has worked with a number of my clients to craft options that create financial security and a legacy for their loved ones, and he consistently provides outcomes that exceed expectations.
Dr. David B.,
Westlake Village, CA
Ben Levine helped me secure affordable life insurance when I was 69 years old. Fortunately, Ben is a delight to work with. He is a calm, patient advocate and extremely knowledgeable, which benefited me with preferred and affordable life insurance. I travel a lot and at times think what if...I rest easy knowing my family will not be burdened financially by my sudden life absence. Thank you, Ben, for the peace of mind.