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Plan Design Consultation

Plan Design Consultation

Consultation services are provided at no charge. This has been a long-standing policy of our firm.  Our consultants listen to employers to learn their short and long term objectives. This information is vital to the design of an ideal plan.  A plan can be designed to maximize the benefit to the owners and key personnel or designed to benefit all employees equally. A plan can also be designed to avoid certain discrimination testing.

Let’s plan your retirement together.