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Contact us today to see how a qualified retirement plan can benefit your clients.

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Tax-Deferred Savings

Everyone knows you can use a 401(k) plan to save money pre-tax. Let us show you how your clients can use a qualified retirement plan to save much, much more than an ordinary 401(k).

New Comparability Profit Sharing

By accounting for interest between the current date and retirement, we can design plan allocation formulas that are favorable to business owners, especially those who are older than their staff.

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DC/DB Combo plan

Combining the flexibility of a Defined Contribution plan with the higher contribution limits of a Defined Benefit plan, Combo Plans are the answer for the client who wants to save aggresively.