About Us

Consultative.
Professional.
Responsive.
Client-First Approach.

We are retirement actuaries who bring a collective 40+ years of experience to help small businesses design and manage tax-efficient retirement plans, focused on optimizing tax deductible retirement savings for business owners.

We specialize in designing cash balance pension plans, in combination with 401(k) and profit-sharing plans, to help business owners achieve greater tax deferred retirement savings over what 401(k) plans alone can achieve.

We tailor solutions to our clients’ unique business objectives, and pride ourselves on being responsive, timely, and always making our clients feel like a priority – because they are.