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Pension Planning

For many business owners, your company may represent a significant portion of your net worth — which can create cash flow challenges as you approach retirement. Through our pension planning services, we will work with you to align your professional goals for your business with your personal financial needs.

In particular, we often support business owners who are unfamiliar with the ways that specific retirement-plan structures and strategies may be able to significantly offset their current tax burdens. For established businesses with solid cash-flow, a pension plan could be a powerful tool that accomplishes far more than simply building retirement income.

During our due diligence process, we will work with you to assess your current retirement plan, tax liabilities, long-term needs, and more. We then explore the options that fit your circumstances and goals, and determine which retirement structure can support your long-term financial health and ongoing business needs.

Using this understanding, we work closely with a team of advisors to customize your plan, which may include your CPA, a third-party administrator, attorney, or other advisors. With your plan in place, we will seek the best investment platform for you, and continue assisting your company with plan maintenance and employee education for the life of your program.

Pension Planning Objectives

Our goal is to help you:

  • Build wealth outside your business
  • Lower your tax liabilities
  • Attract and retain key employees
  • Reduce the time you spend managing your company retirement plan