Our Team Specializes in Defined Benefit and Cash Balance Plans

Our mutual clients are high income self-employed individuals or small business owners who want strategies to reduce their current tax liabilities. They appreciate advisors who introduce them to these plans and they’re willing to invest significant sums today to increase their retirement wealth.

Constant Stream of referrals from CPAs

Accumulate Significant amounts of assets to manage

Larger accounts to manage with less work for advisor through pooled accounts

Low Volatility Investing, moderate returns (Eliminates competition from other advisors)

Large contributions automatically year after year to manage.

Additional planning opportunities with each client

Life Insurance Sales