Start Your Retirement Plan

​Retirement plans continue to be the best legitimate tax-sheltered savings programs for doctors. For nearly a half-century, we have prepared thousands of IRS approved retirement plans for our clients.

We will send you a questionnaire to collect information on your practice profitability, how much you are interested in saving each year, and the basic demographics of your staff. Working with our affiliated actuarial firm, we will prepare studies that show how different plan designs are likely to work in your practice. If the results look good, we will prepare documents to get the plan up and running.

Use the form below to let us know you're interested.