For Business Owners & Employers

It's not about deductions, it's about value.

Deductions are easy. We'll be happy to send you a bill for $100,000 for "professional services" but that's absurd. It's not about deductions, it's about value. Your retirement plan will quickly become the largest deduction on your return. It benefits you personally, growing your wealth for you and for your family. We know the strategies that shelter large amounts of income from Uncle Sam.

Employers: You are busy running a business, you don't want to also run a retirement plan, but you have employees and they are your responsibility. Benefits are one of those things you have to manage. An informed employer is our favorite client. We do not charge hourly for consulting so please call us anytime. We are always here and answer the phone. No long hold times and no staged call-center responses. We want nothing more than for you to understand how your plan works and how to best take care of your team and your responsibilities. We don't just crunch these numbers, we puree them and serve them on custard with an aperitif. And we check every number for every employee to the penny!