Who Do We Serve?
We work with self-employed professionals and business owners who are earning well but keeping less than they should. If you have an income of $500,000 or more, a desire to reduce your current tax liability, and the ability to commit to an annual funding goal of $100,000 or more — you're exactly who this is built for.
Who Is A Right Fit?
You Might Be A Perfect Fit If You Are:
Physicians, Surgeons & Medical Specialist
Dentists & Dental Practice Owners
Attorneys & Law Firm Partners
CPAs & Accounting Firm Owners
Financial Advisors & Independent Planners
Real Estate Agents & Brokers
Oil & Gas Traders
Business Owners & Entrepreneurs
Closely Held & Family-Owned Businesses
Consultants & Independent Contractor
High-Income 1099 Earners
Professionals with Significant Side Income
If you see yourself on this list — or close to it — there's a strong chance a Cash Balance Plan can work for you. The next step is a simple conversation.