We know a successful plan depends on the mutual understanding of our clients’ dreams and goals for retirement, not just their finances. Working with your CPA and other trusted advisors, we take a comprehensive approach to maximize your wealth, while minimizing taxes, and protecting assets, so you can live a comfortable post-retirement life. 

First, we collect quantitative and qualitative data. Then our experienced actuarial team runs a feasibility analysis to determine the optimal retirement strategies to reach your goals. After we have tested the model to confirm it’s the most suitable design, we present you and your trusted financial team with your personalized retirement plan.

We guide you step by step through the implementation and execution of each retirement strategy we recommend. Our expert knowledge of the complex rules and regulations of retirement accounts combined with our experience in record keeping and reporting means you can rest assured your retirement plan will be compliant and secure.