Helping Tax Professionals Add Value and Increase Billable Hours!
Would you be interested in a FREE Retirement Feasibility Study for your small business client ? FREE to you, billable hours to your client.

Does retirement planning for small business owners have you going in circles? We can help you add tremendous value to your small business clients by helping you navigate the confusing road to a successful retirement. Our solutions will add billable hours to your bottom line as well as grow your practice. We specialize in:
  • Retirement Planning, both qualified
  and non-qualified plans
  • Pension
  • Profit Sharing
  • Simple IRA

For a FREE FEASIBILITY STUDY:  Click here
  • 401k
  • SEP IRA
  • Defined Benefit
  • Defined Contribution
  • 412(e)(3)


Would you like to increase your value to your clients while adding billable hours to your practice ?
Insurance
Annuities
  Retirement Income
Tax Avoidance Strategies
Your INDEPENDENT Resource
949.954.4445
[email protected]