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Retirement, Pension & Profit Sharing

We assist clients with some of the most important decisions they will make with respect to their financial security. Our retirement, pension and profit sharing consulting services include:

  • Provide Outline of Cost Versus Benefit of a Pension or Profit Sharing Plan
  • Review Tax Saving Alternatives
  • Assist in Selecting Between Alternative Benefits
  • Perform Annual Accounting of Balances
  • Prepare Annual Returns