Dynamic Duo: CFP + CPA

15th Feb 2018

Defined Benefit Client of the Week - Financial Advisor

As third-party administrators who sell small business retirement plans to high income people, we are aware of occupation trends and have recently seen an increase of defined benefits from financial planners who not only sell these retirement plans to clients, but have open defined benefit plans for themselves.

A Certified Financial Planner (CFP) and her husband, a Certified Public Accountant (CPA), have a financial advisory practice in Virginia with 5 employees.

The couple has opened Defined Benefit plans for 3 clients with Dedicated DB and appreciate how we work together to customize plans to meet their client’s needs while providing exemplary customer service. That’s why they turned to us to open a plan for her own company. In January, we started a 401(k) and they will add a Cash Balance plan in 2018 or the following year.

It’s great to help financial planners of all kinds plan for their own businesses!

Are you a financial advisor, planner or CPA seeking to open a small business retirement plan? A defined benefit or cash balance plan from Dedicated DB may be a good solution for you.

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