Advanced Tax Strategies, Made Easy.
We are the Financial Professional's
#1 resource for custom tax strategies for business owners.
Retirement Planning
With a Modern Twist
Our unique approach focuses on reducing your client's tax bill today and in the future.
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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.
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Modern Cash Balance Plans
Cash Balance Plans can be a great tool to help business owners reduce their tax bill.
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Working with
Us Is Easy.
We would love the opportunity to work with you! Our goal is to provide you with a enjoyable experience!
Jeff Stack
Executive Concierge Team