Become Your Client’s Problem Solver

Become Your Client’s Problem Solver

For the last three decades, our firm has worked with thousands of financial professionals… and in my ten years of tenure I have observed several trends that may help you help your clients. The plans we design are for your high income, high net worth, affluent...

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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