Cash Balance Plans

Our modern approach to cash balance plan design addresses a persons current tax situation and works to mitigate future taxes due to wealth accumulation and estate tax.

This very unique approach and our knowledge of business taxation has earned us an honored reputation for being industry leaders in custom tax strategy design and third party administration.


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Working with us is easy.

Business Owners whose active income is over $500,000, who want to contribute $100,000+ per year to a Tax-Deductible Qualified Plan make a good fit for a cash balance plan.  

We would love the opportunity to work with you.  If you have a client that you think would be a great candidate for a Cash Balance Plan or you would like to inquire about working with us, drop us a line or give us a call.  Our Executive Concierge Team would love to talk with you and help out!