Does your retirement savings need a financial check-up?

12th Jun 2024

How to Create a Healthy Financial Plan with Great Longevity

As a high earning small business owner, physicians like you may qualify for specialized retirement savings plans. With Defined Benefit and Cash Balance plans it may be possible to increase retirement savings and get relief on taxes.

Three Key Benefits of Defined Benefit plans:

  1. Potentially provides considerable tax deductions and tax savings;
  2. Allows people age 35+ the ability to invest an average of $100,000/year for their retirement; and
  3. Helps build wealth for future retirement regardless of potential economic fluctuations

Would you like to learn more?

We’re ready to help evaluate your needs and help you save on your taxes.  Contact us by phone at 866-269-2706 or email us at Our specialists can answer all your questions.

Also, take a look at the resources we have on our website and see for yourself what you may be able to save on taxes by trying our Defined Benefit Calculator.

See Client Examples
Estimate Tax Savings

Best regards,

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Raymond Lee
Director of Sales | Dedicated Defined Benefit Services, part of FuturePlan by Ascensus

(866) 269-2706

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Call: 866-269-2706