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Cash Balance Client Review

Our 10-minute client review helps you explore whether a Cash Balance plan is a good fit for your small business clients. 

Typical topics include:

  • What is the ratio of business owners to employees?

  • Does everyone in the company need to be included in the plan?

  • When is a Cash Balance plan not a good idea?

  • How can clients get started?


Let’s Connect

Do you have clients or prospects looking to accelerate retirement savings and reduce their tax burden? Let’s discuss whether a Cash Balance plan is a good solution.

Cash Balance Client Review

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