It is deductible up to $400K+ in federal and state income taxes. Works well for a wide range of closely held business owners. Flexible and scalable. Pairs well with existing 401(K) plans.

You're a strong candidate if you have annual income of $500,000 or more, a funding goal of $100,000 or more per year, and a genuine motivation to reduce what you owe now. Strong fits include business owners, self-employed professionals, medical and dental practices, law firms, real estate professionals, accounting firms, and individuals with significant 1099 or side income.

We partner with top-tier advisory firms that specialize exclusively in plan design, actuarial compliance, and ongoing account management for qualified retirement plans. That means every plan we deliver is custom-built around your specific business structure, income profile, and financial goals — not templated or generic. We handle the strategy and relationship. Our partners handle the precision. And every solution we bring to the table is fully IRS-compliant, so you can move forward with complete confidence.

It starts with a single conversation. Click "Book a Consultation," fill out the short form, and schedule a call with us. During that call, we'll take time to understand your income, your business structure, and your goals — and from there, we'll put together a custom plan designed specifically for you. There's no pressure and no obligation. Just clarity on what's possible and a clear path forward.

After gathering all of the information, the custom plan will be available in 2-3 business days. We will walk you through it step by step, and when you’re ready, it will be set up in less than 7 days.