Our Team

Experienced advisors ready to partner in your success

Your business is unique. We believe your retirement plan should be unique as well—properly designed to allow you to reap maximum retirement savings.

Tailored to your needs, we specialize in the design, administration, and recordkeeping of qualified retirement plans, including defined benefit, profit sharing, and 401(k) plans. 

From single self-employed dentists and specialists, to multi-doctor groups, to large practice corporations, we provide flexible solutions for all practice types and sizes to help you plan for a secure and comfortable future.

"As I am approaching a time in my life when I can't afford mistakes, I found their advice to be accurate and timely. I believe this level of confidence is directly attributable to their years of experience in dealing with clients in my age and tax bracket."

Dr. Doug Huitt, General Dentist

A well-designed qualified retirement plan is an integral asset in reaching your retirement goals. 

Whether you're establishing a brand new plan or re-designing an existing one, we have the in-depth actuarial and consulting expertise to help you navigate the complexities of effective retirement plan design. We accomplish this with flexible, low-cost competitive solutions, and superior customer service.

Your structured retirement planning services include:

  • Consulting with a knowledgable administrator who specializes in working with dental practices

  • Superior plan design customized to meet your business objectives and lower your tax burden

  • A plan that's easily maintained and well-received by your employees

  • Timely and accurate ongoing services to eliminate your administrative burden


Do you have the right retirement plan to maximize your savings? Contact Jared Hollands to request a proposal.  

 
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