Our approach differs from that of high-volume, record-keeping companies because we create and service customized plans that address your specific needs. We consult on plan design, operations and retirement planning, and assist in the administration of plans.
- Plan design & administration
- Cost-benefit projection
- Pension fund accounting & valuations
- Tax planning for retirement
- Audited financial statements
Employee benefit plans are an excellent way to reduce business taxes while providing incentives for employees and security at retirement. We can help assure you have the right plan for your business or individual situation.
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