About Us

We are a privately owned actuarial, administrative and consulting firm. We do not sell or recommend investment product. We specialize in the design, implementation and administration of many types of tax qualified retirement plans. We work very close with individuals working in the accounting and financial planning professions to insure their clients receive the BEST possible service at a REASONABLE PRICE. We invite business owners, Accountants and Investment Advisors to utilize our firm for the installation of a new plan or the courtesy review of an existing plan to determine if recent tax law changes have had an affect or for a comparable fee quote.