Financial Advisors:

We Are Retirement Planning Partners That Help You Navigate the Role of Fiduciary

Be it retirement planning to prepare for the future, or exit strategies to start cashing in now, we know your clients are demanding. They seek immediate tax savings, as well as ways to design tax-free income for the rest of their lives. That’s where we come in.

We know all the ins and outs of qualified retirement plans, and tax-advantaged exit plans that will get their attention. Plus, we have an expert understanding of many of the actions that involve fiduciary decisions. The focus is on you right now— Investment Advisors to give advice in the best interest of their clients, monitor investments and be open about any conflicts of interests. If you are an Adviser who is currently in the qualified plan market or would like to gain quick entry into these tax-advantaged strategies with an experienced team of qualified plan design veterans, we are the professional firm with which to partner.

Your Business Owner Clients Would Like to Retire One Day

Partners In Your Prospecting Or Marketing Plans

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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