Business Meeting

Qualified Plan Design and Consulting

Maximize your tax deduction that is right for you with the greatest flexibility

Our design expertise allows us to cater a qualified plan to your needs.  We focus is on high income business owners that want tax deductions in the range of $100k-$700k on an individual basis.  Our Benefit Focus© designs and various options give the client the control and flexibility they want and can't get from regular cash balance plans.