Dynamic Duo: CFP + CPA
15th Feb 2018
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!