Our Services
Customized Retirement Solutions with Easy Administration
Our expert retirement services are tailored to meet your unique financial goals. Whether you're self-employed and need a Solo 401(k) or looking to offer a 401(k) to boost employee retention, we’ve got you covered. For high earners, our Cash Balance and Combo Plans provide powerful tax-saving opportunities and maximize retirement contributions. We handle everything from plan design and administration to compliance and ongoing consultation, ensuring your retirement plan runs smoothly
Customized retirement plan solutions fit to your business needs
Solo 401k
Designed specifically for self-employed professionals, small business owners, and their spouses, a Solo 401(k) is the ideal way to grow your pre-tax earnings while maximizing retirement savings. This plan offers substantial tax advantages, allowing you to contribute more and reduce your taxable income, all while securing a financially stronger future. Take control of your retirement with a plan that works as hard as you do.
401k
Empower your employees and strengthen your business with a company-sponsored 401(k) plan that allows them to save pre-tax income for their future. Offering a Traditional, Profit Share, Safe Harbor, or ESOP 401(k) not only enhances employee loyalty and retention, but also provides your business with valuable tax benefits. Build a stronger workforce while leveraging a powerful retirement strategy that works for both your employees and your bottom line.
Pension Plans
Our Pension and Cash Balance Plans are designed to maximize retirement savings with generous contribution limits and strategic tax advantages, making them ideal for business owners and high-income earners. These plans offer a tailored approach, allowing you to build substantial wealth while optimizing tax savings, ensuring a secure financial future.
Combo Plans
Unlock the full potential of retirement savings by combining the strengths of 401(k) and Defined Benefit plans with our Combo Plan services. This powerful strategy allows for significantly higher contributions, maximizing both savings and tax benefits. Ideal for high earners and business owners, a Combo Plan provides the best of both worlds—ensuring a robust financial future while optimizing tax efficiency..