top of page

Custom Tax Strategies, For High Income Individuals.

Rustic Beach Path

We are the adviser's #1 resource for custom tax strategies for their high-net-worth business-owner clients.  

Retirement Planning
With a Modern Twist

Our unique approach focuses on reducing your client's tax bill today and ​in the future.  

MA (1).png

Smart plan designed with 26 years of experience and a vast understanding of busines

Unparalleled Expertise.

Our vast knowledge of business taxation and 26 years of consulting experience has earned us the reputation of being the industry leaders in Qualified Plan Tax Strategies.

Custom Tax Strategies.

Our 8 In-House Actuaries and our team of highly-trained pension consultants know how to design, administer, and illustrate the best tax strategies on the market.

Simple Communication.

Our team takes complicated, advanced tax strategy designs and makes them enjoyable and easy for everyone to understand and use.

Retirement Tax
Minimization Strategy

Focuses on reducing income and estate tax on accumulated qualified plan assets by efficiently repositioning assets that are subject to ongoing taxation.  

MA (6).png
MA (4).png

Modern Cash Balance Plans

Cash Balance Plans can be a great tool to help business owners reduce their tax bill.

Working with
Us Is Easy.

We would love the opportunity to work with you!  Our goal is to provide you with an amazing experience.  
delete

Jeff Stack

Director of Strategic Relationships

Executive Concierge Team

bottom of page