In the last five to ten years there’s been a dramatic shift in what people want and need from their CPA’s and Advisors. As the AICPA put it, CPAs are now expected to be their clients’ “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.” Accordingly, Advisors are recently under the same pressure. Clients are demanding more. Being able to provide proactive planning and solution driven strategies will create an ongoing stream of referrals.
Retirement Actuarial Services is a team of professionals who specialize in Qualified Retirement and Tax reduction planning. Our goal is to bring customized retirement planning and exceptional customer service to small business owners. We work and collaborate with your tax advisor to create a team that understands how to design, implement and maintain powerful strategies that big business’s use to create wealth.