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Hello,

A custom proposal for a Defined Benefit retirement plan can be a great conversation starter for your high-income clients, who are looking to lower their tax liabilities.

Pick 3 of your clients and we’ll run 3 free custom proposals. It’s part of our complimentary concierge service, to help advisors and CPAs identify viable candidates.

Do you know a self-employed or small business owner like this…? A consultant? A board member? A realtor? A private practice physician? Or maybe a small family-run business? If your qualified client is ready to save big on taxes, we’re ready to help. Call us at 866-269-2706.

Defined Benefit and Cash Balance plans help self-employed and small business owners accelerate retirement savings by allowing them to make very high deductible contributions – averaging $100,000+ annually.

Don’t guess. We’re happy to talk through any prospect or client situation. It’s what we do.