Proven Outcomes, Real-World Clients

Case Studies

See how strategic 831(b) planning has helped real businesses safeguard profits, mitigate risk, and gain financial control when it mattered most.
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SRA has made it possible for any successful business to take advantage of the same tools previously reserved for Fortune 500 Companies. From 831(b) Plan Enterprise Risk Management to Safe Harbor Plans to mitigate contractual liabilities, we have solutions to help you mitigate risk through tax-deferred dollars.

Watch this video to see how two of our clients utilized their 831(b) plan to weather the storm.