We Make It Simple To Unlock Six-Figure Tax Savings & Accelerate Retirement Wealth - Without Complexity, Confusion, Or Wasted Time

Here's Exactly How We Guide You From Discovery To Implementation With Our Business Retirement Plan Assessment

Step 1: Business Retirement Plan Assessment

Timeline: Week 1
We start with a personalized deep dive into your current income, tax exposure, and retirement goals.
You’ll receive a no-cost, no-obligation custom report showing:

How much you could save in taxes this year
Your eligible contribution range
Retirement growth projections over time
Key insights to make an informed decision

What You’ll Do:

Complete a 10-minute intake form
Schedule your strategy call with our team

Step 2: Plan Design & Strategy Coordination

Timeline: Week 2 - 3
We develop a tailored Cash Balance Plan based on your business structure, income, goals, and team size.
Our team handles all the design and coordinates directly with your CPA to align the strategy with your overall tax planning.

What We Deliver:

Customized plan design & actuarial analysis
Side-by-side comparison of savings and options
Detailed implementation game plan
CPA coordination to ensure alignment

Step 3: Plan Setup & Activation

Timeline: Week 4 - 6
Once your plan design is approved, we handle all paperwork and filings to establish your IRS-qualified plan.

Includes:

Plan documents & trust creation
Official plan adoption before deadline
Contribution calculations for the year
Assistance with plan funding

Your Cash Balance Plan is now live and ready to deliver powerful tax and retirement results.

Step 4: Annual Management & Optimization

Timeline: Ongoing
We don’t disappear after setup. We handle everything year after year to ensure your plan remains compliant and optimized.

Ongoing Services Include:

IRS compliance filings (Form 5500, etc.)
Annual actuarial valuation
Contribution strategy updates based on income growth
Dedicated support + direct coordination with your CPA
Plan refinements to maximize ROI

Turnkey. Strategic. High Impact.

Our process is designed to deliver maximum results with minimal friction—so you can stay focused on growing your business while we build your long-term wealth strategy behind the scenes.

Ready To See What Your Numbers Look Like?

We’ll review your business and show you exactly:

How much you could save in taxes this year
How much you could contribute to a custom plan
What your 7-Figure Retirement Timeline looks like

It’s complimentary, confidential, and takes just 10 minutes.

*Due to high demand we accept only a select number of clients every month