Our Offerings

Maximizing Tax Savings with a Cash Balance Pension Plan As business owners and high-earning professionals search for ways to minimize tax...

Maximizing Tax Savings with a 412(e)(3) Fully Insured Defined Benefit Plan As business owners search for ways to reduce tax burdens while...

Maximizing Tax Savings with a Traditional Defined Benefit Pension Plan For business owners and high-income professionals looking for...

Maximizing Tax Savings and Philanthropy with a Charitable Remainder Trust (CRT) A Charitable Remainder Trust (CRT)  is one of the most...

Maximizing Wealth, Liquidity, and Tax Benefits with Premium Finance Life Insurance Introduction For high-net-worth individuals, business...

Maximizing Tax Savings and Retirement Benefits with Profit-Sharing Plans Introduction Profit-sharing plans offer an exceptional...

Introduction Qualified retirement plans provide individuals and businesses with structured savings vehicles that offer tax advantages ...

Introduction An Executive Bonus Plan (Section 162 Plan)  using Indexed Universal Life (IUL) insurance  is a tax-advantaged compensation...

Introduction A Buy-Sell Agreement  is a legally binding contract that outlines how a business owner’s share will be transferred in the...