Qualified Plan Introduction

Qualified Plans are NOT new. However, the recent permanent legislation that has brought back their power and creativity, IS.

We are an advanced planning firm that spends its time within the self-employed and high net worth communities. We specialize in the design and management of qualified plans, specifically split-funded combination plans. When properly designed these plans can operate as tax structures to significantly reduce income tax exposure by 6, 7 and even 8 figures annually. We work directly with clients and their advisors to create and preserve significant wealth through absolute returns in a tax efficient manner.

Every successful business inherently is different in and of itself. Therefore, we believe that the business’s plan structure should be as well. No two businesses are identical. Each and every business, its owners and its employees, deserve unique and custom attention.