Your employer-sponsored 401(k) or IRA may not be enough to meet your retirement goals. At K2 Capital Management PLLC, we help individuals and business owners strengthen their financial future with tailored Supplemental Retirement Plans designed to fill the gaps in traditional retirement income strategies.
Whether you're a high-income earner, self-employed professional, or someone looking to optimize your post-retirement lifestyle, our expert advisors can guide you in building a plan that goes beyond the basics—so you can retire with greater confidence and financial flexibility.
📞 Call us today at (941) 412-4826 to speak with a retirement planning specialist.
Supplemental Retirement Plans are financial strategies or products that work in addition to your primary retirement accounts (such as 401(k)s, IRAs, or pensions). These plans are ideal for individuals who want to:
Bridge potential income shortfalls during retirement
Maintain their current lifestyle after leaving the workforce
Maximize tax efficiency and wealth preservation
Prepare for unexpected healthcare or long-term care costs
Leave a financial legacy for their family
Common tools we use in building supplemental plans include non-qualified deferred compensation plans, annuities, cash-value life insurance, Roth strategies, and more.
✅ Additional Income Stream – Create another layer of income to support your retirement lifestyle.
✅ Tax Diversification – Use strategic vehicles to balance your taxable and tax-free income sources.
✅ Customization – Build a plan that reflects your goals, risk tolerance, and desired retirement age.
✅ Estate & Legacy Planning – Align your supplemental plan with long-term wealth transfer strategies.
✅ Protection from Market Volatility – Some supplemental products offer guaranteed or stable returns.
High-income earners who have maxed out contributions to traditional retirement plans
Small business owners or executives seeking additional retirement benefits
Pre-retirees concerned about healthcare, inflation, or Social Security shortfalls
Anyone looking to create more flexibility and security in retirement
At K2 Capital Management PLLC, we work closely with clients across Florida and beyond to tailor supplemental retirement plans that align with your personal goals, financial situation, and retirement timeline.
We take a holistic, fiduciary approach to your retirement planning. When you work with K2 Capital Management PLLC, you gain access to:
One-on-one consultations with experienced financial advisors
In-depth financial analysis and income gap assessments
Clear explanations of plan options, risks, and benefits
Ongoing support to adjust your plan as your life evolves
Our mission is to help you retire not just comfortably—but confidently.
Don’t leave your retirement income to chance. Let us help you build a Supplemental Retirement Plan that supports your long-term financial freedom and lifestyle goals.
📞 Contact K2 Capital Management PLLC today at (941) 412-4826 to schedule your free consultation.
📍 Serving individuals, professionals, and businesses throughout Florida.
Plan smart. Retire strong. Trust K2 Capital Management PLLC.