Professional Help - Hourly or by Engagement
Need professional help to make sure you're maximizing your plan's usefulness (or to fix a problem)? Need an Advisor, Attorney, or Actuary... Call us. Regardless if it’s a Solo 401k from us, another provider, defined benefit or another kind of plan entirely we’ll assist and do so at a reasonable rate (we offer both hourly and fixed rate engagements depending on the project).
Fixing problems, planning a lower distribution or traditional-to-roth conversion tax rate, more advantageous tax rates on UBIT triggering investments, or just insulating for better creditor protection... Our staff will have a professional, private, conversation about your needs and objectives with you.
All paid support is done by staff with at least 10 years of experience so you get the expertise you need and the right questions get asked... Whether you know what those are or not. If you or your client needs representation before the IRS or DOL we’ll coordinate to get it handled. Hour billing is to-the-minute and time credited does not expire (or can be shifted to another client case for professionals using our service to augment their own client support).
If you’re serious about compliance and making your Plan dollars work harder for you make a simple $20 payment to charity using the button below (we'll cover the credit card processing and pass on the full $20) and contact us at either 888-509-1551 or [email protected] to setup a 20 minute consultation.
We’ll relieve the stress of not knowing what to do to protect what you have or how to resolve a problem and this simple filter lets us spend our time talking to people who value help enough to help others. All work is guaranteed.
Simply; we help you keep as much of your money as possible and do as much with it as makes sense for you.