Pension Analysis
& Design

14 Nov Pension Analysis
& Design

What kind of retirement plan is best for you and your company? Defined benefit, Cash Balance, Profit Sharing, 401(k) – or a combination of plans? Our team of professionals  will help you make these decisions, taking into consideration your profitability, cash flow, business succession plan, and retirement goals.  Whether a sole proprietor or a company with many employees, there is an array of pension designs that can be implemented to significantly reduce taxes and assist you in reaching your retirement goals.