Board Seat Members
Real Estate Brokers
Dual Income Families
VCs and Hedge Funds
Sole Proprietors, S-Corps, Partnerships, LLCs
Custom Plan Design & Regular Touchbases
Whether you need to set aside money because of a sudden windfall or, you want to put away money to withdraw later in life in retirement, we can design the right plan for you.
Who We Serve
Our strategies are ideal for:
- High net worth business owners who are looking to contribute more than a typical Cash Balance or Profit Sharing plan design.
- Business owners who want to protect assets from creditors.
- Successful family-owned businesses that want to employ generations to come.
What we ask of you and how we structure our plans.
Creating a custom plan requires detailed information from all of the participants. We take the time to listen to your goals, review your financials and design the right plan for your situation. Because of this, our process is structured and efficient. This is what we do best. You’re in good hands.
How does it work:
We start by sharing a questionnaire asking for detailed financial information so we can create a realistic proposal for your situation. Once we have the input from your answers, we build a proposal.
Our first review meeting walks you through the proposal and provides an opportunity to adjust based on your goals and any details that were left off the initial questionnaire.
Once we refine the proposal based on your input, and you sign the engagement letter, we get to work on implementing the plan. When the structures are in place we steward the plan throughout the year and advise annually.
We consult with our clients annually to review changes in their financials, review the results-to-date of the plan we put in place, update any changes we need to make to the plan, and perhaps most importantly, to adjust your plan to your goals and potential changes to the future you are planning.
What to expect working with us
In the discovery phase:
Step 1: You complete two forms and share financial information to the best of your ability.
Step 2: Our team generates numbers with a proposal
There is no cost to you at this stage.
Preliminary Feasibility Study
Preliminary Feasibility study
Upon receipt of the two initial questionnaires’ data, our team uses the real numbers to create a proposal.
Upon proposal delivery, we schedule a meeting to review our proposal and adjust to any changes in the finances.
Review & Refinement
Review and Refinement
We review the initial design based on client goals & any new information.
Client signs engagement letter
Annual consultation ← this is a loop
Review results to date
Update any changes to the plan
Adjust to client goals future planning
How We Help
While each individual has different needs, business structures, goals and income, we know that if you are able to put away upwards of $400,000/year in the foreseeable future, a customized defined benefit plan can provide tax-advantaged savings that are unsurpassed.