Our philosophy is to provide the most effectively designed retirement plan that accomplishes the goals of the business owners in providing a retirement savings vehicle.
Our experienced team of professionals assists in every aspect of the plan. We work directly with the client and the financial advisor in the plan setup stage to ensure that the design of the plan is right for the client.
We also strive to maximize the client’s tax savings while keeping the plan in compliance with the DOL and IRS. We also work closely with each client’s CPA to coordinate the information used on the corporate tax return.
“Compensation planning is an integral part of reaching financial independence, since well-planned programs can be used to materially enhance income and ultimately capital accumulation.” (Danny Santucci)