Open Plans by December 31






Quick Setup. No Rush Fees.


Top 3 reasons why clients should open a plan before Dec 31

  1. Plan design takes time. Start now so we can get it right.
  2. An accurate W-2 will help optimize plan design
  3. CPAs will have more time to work with you before year end


LAST CHANCE. What should you do before year end?

By helping your high-income clients open a Defined Benefit plan or Cash Balance plan, you could easily and efficiently increase the investment dollars you manage each year. Depending on the situation, business owners may be able to save millions for retirement in just 10 years – while saving huge amounts in taxes. Don’t guess. Let’s talk – even if we ultimately decide that a Defined Benefit plan is not right.

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