Welcome to our web site, where you'll find a wealth of information regarding retirement planning for the self-employed and small business owners.  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial siuation.  Most important, we hope you see the value of working with skilled professional to pursue your financial goals.              

 

INDIVIDUAL AND SMALL BUSINESS RETIREMENT PLANS WITH PREFERRED PRICING

FEATURING THE INDIVIDUAL OR SOLO 401(K) PLANS

 You can now establish retirement plans with pricing normally reserved for larger corporations to specifically benefit small businesses and the self-employed. 

 

CHOOSE THE PLAN THAT IS RIGHT FOR YOU AND YOUR COMPANY

 

 

 

 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

More Newsletters →