Census Form

Enter % Above
Lease employees must be included.

Employee Information

















(Please note the "Simple" IRA's and DB's may present restrictions)

Call to discuss your case.

Phone:
800-717-4723
305-536-1144

*THIS BUDGET INFORMATION IS CRITICAL - PLEASE ASK THE CLIENT HOW MUCH THEY DESIRE TO CONTRIBUTE ANNUALLY.
Disclaimer: This census data is for proposal purposes only. Final proposal will be based on census signed by client.

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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