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Modern Qualified PlansTM
Custom Tax Strategies For High-Net & High Income Business Owners
Our modern approach to cash balance plan design addresses a person's 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.
Who is a good fit?
Business Owners whose active income is over $500,000, who want to contribute $100,000+ per year to a Tax-Deductible Qualified Plan may make a good fit for a cash balance plan.
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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. We would love the opportunity to work with you.
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Request a Modern Qualified Plan Starter Kit today by calling or emailing our Executive Concierge Team.​​
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