After consulting with a potential client and/or their adviser to discuss their individual savings and deduction needs, we will gather census data and prepare a feasibility study at no charge. In this study we outline the plans available to meet these needs as well as the costs and responsibilities for each type of plan. 

If there is an existing plan we will review and compare our recommendations to the deductions and benefits previously received.

​For more information:

Defined Contribution Plans Defined Benefit Plans

If you are interested in a proposal for you or a client, fill out the form below.