Modern Qualified Plans

When it comes to Retirement Planning lots of people focus on reducing taxes now.   What makes us different is our modern approach to tackling taxes for small business owners from a two angles, their tax bill today and as they accumulate wealth their even bigger tax bill tomorrow.  We coined this approach Modern Qualified Plans.  It's a new and improved approach.

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We have a wide and deep understanding about business taxation.  This coupled with our actuarial knowledge makes us a very unique firm that is able to provide unparalleled expertise.