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It’s how smart people keep their money.
Our super-charged solutions protect your money now and help you build for the future.
“We love a challenge because we realize that one size does not fit all. Tee up a case, a situation, a problem and we will handicap it for you and figure out a solution. It’s par for the course of what we do daily.”
Top 10 Facts About Cash Balance Plans
Cash balance plans are booming. Although they have been around for more than 25 years the fact that these plans can provide tax-deductible benefits as much as five times greater than 401(k) profit sharing plans have made them quite attractive. If you are considering implementing one, watch this video to better understand the value of cash balance plans.
There's Rich… And There's Wealth
Let’s Get Started!
There's Rich… And There's Wealth
Let’s Get Started!
Are you an entrepreneur running an active business, or a highly-paid corporate executive? It’s one thing to make money, it’s another to keep it. These real-life client cases show the power of our successful wealth-preserving strategies.
IRS-Favored Qualified Plans Are Our Specialty
Helping Financial Advisors Navigate the Role of Fiduciary in Retirement Planning
If you are an RIA/adviser who is currently in the qualified plan market or would like to gain quick entry into these tax-advantaged strategies with an experienced team of qualified plan design veterans, reach out to us. We are glad to help!
CPAs Turn to Defined Benefit Plans In Search of Clients’ New Tax Deductions
In light of the new tax laws, business owners will be losing key tax deductions that will now be excluded and their CPAs will need to replace those with new tax savings strategies. One way is to design Split Dollar Defined Benefit Plans. A custom plan can be structured to significantly reduce tax bills with much greater deductions than traditional pension plans.
Business Owners: Resolve to Get Your Financial House in Order in the New Year
The New Year is a perfect time to make positive changes and put new financial goals in place. Retirement planning for business owners can be significantly bolstered with tax-advantaged Defined Benefit Plans which can help save major tax dollars are you prepare for retirement.
Why Wait for Tax Reform When You Can Pay Less in Taxes Now?
If you are in the top tax bracket and wish you could significantly reduce your tax bill next spring, there are tax mitigation approaches that can fulfill your wish. With our strategy, high earners can defer significantly more taxes and in some cases avoid taxes...
What Partners Say
Stephen F. Anderson CLU ChFC CFP®
SF Anderson Financial Services, Eastern Illinois University, Greater Chicago Area
Ted Jenkin, CFP®, AWMA®, CRPC®, AAMS®, CMFC®, CRPS®
Co-CEO and Founder, oXYGen Financial, Inc
A known innovator in the Pension Plan field, Mr. Eugene C. Gordon is a pioneer of ” Owner Leveraged” defined benefit plans and “Insured Cash Balance Plans.” He is a sought-after speaker at financial services and life insurance company national conferences. Recipient of the Pacific Life Insurance Company Vanguard Award for lifetime achievement as an elite, top Producer.