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Plan Design
No two businesses are exactly alike. Each has different goals, resources
and employees.
And no two retirement plans should be exactly alike either. The "one-size-fits-all"
mentality of most retirement plan providers ignores individual planning
opportunities.
Our specialty is in designing customized plans to take full advantage of
every allowable provision in the tax code. A custom designed plan may cost
a little more in
document fees,
but it invariably saves more than it costs...year-after-year.
And we can prove it! If you currently use one of those "cookie-cutter" plan documents,
please
contact us.
Let us crunch some numbers, and we'll show you exactly how
much money our customized approach can save you. Or check out some customized
plan ideas in the
calculator section
of our Website.
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