How We Work with our Professional Partners
Clients often come to us by recommendation from their professional advisors.
We work with many professionals who support high-net-worth individuals and their families. Some of the professional partners we currently work with include:
We understand how important it is to show exceptional results, and we are here to support your relationship with your clients through strategic retirement plans and tax-advantaged retirement savings options.
Why use our plan design?
Using our design, clients often realize greater results than compared to a cash balance plan.
Benefits can include:
Higher pre-tax contributions
Greater tax deferral plan
Potential lifetime income for participant and spouse
Assets can potentially fund the retirement benefits of the next generation of employees
The insured death benefit net of cash value is tax-free and premiums are payable pre-tax
Our design often exceeds the results of a typical cash balance plan.
Testimonials
Our firm has been working with Actuarial Business Solutions LLC & Actuarial Data Inc. for about 6 years. Over the six years we have been able to deliver significant tax savings with incredible services to our clients. Each of our clients have a unique story and a unique plan. Actuarial Business Solutions LLC & Actuarial Data Inc. is a true collaborative partner, and our relationship is key serving our clients. We look forward to many more years of collaboration with Actuarial Business Solutions LLC & Actuarial Data Inc.
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.