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Have you Ever Reviewed Your Corporate Retirement Plan?

Already Have A Retirement Plan? 
How Satisfied Are You with The
  • The Fees and Administrative Costs?

  • The Safety & Potential of Your Investment Options?

  • Do You Have an Executive Plan (Carve Out) that provides the greatest flexibility?

  • Has your plan been reviewed after the recent tax law changes liberalizing the rules for business owners and senior executives?

  • Do you have a Tax-Free Retirement Option for your Executives & Key Personnel?

There is no cost for your retirement design proposal, why wait.

The Retirement Plan Review is a no-cost analysis of your current retirement plan (pension or 401(k)) to determine if your current plan still meets your goals and objectives. The Retirement Plan Review may accomplish one or more of the following:

  • Increase the amount of annual contribution for you, the owner

  • Reduce the annual administration fees

  • Increase the number of investment choices for employees

  • Allow access to professional investment management for all employees

    The enactment of the Pension Protect Act dramatically increased benefits and solutions available to owners and top executives like you. If your plan has not been reviewed recently, you owe it to yourself to have this done. If I find that your current plan is the best available, at least you have the peace of mind knowing this fact.

Let's get started with your future today!

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We Value the opportunity to discuss methods we can employ (generally, rarely employed by many advisors) with regards to how we can help you strengthen your financial future. Please contact us today to schedule a free - no cost, no-obligation strategy session.

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