401k, Profit Sharing, Defined Benefit, Cash Balance - all are called retirement plans, but each is really a daily wealth builder for you.

Deposit and forget, use the IRS money saved to build your wealth. Don't focus on forty years from now. Focus on today, tomorrow, five years from now, ten years from now. That is what we will help you to focus on, day by day.

We charge your business for TPA work - for setting up retirement plans, keeping the legal documents up to date, doing the annual admin and actuarial work, filing 5500 forms. What we really do, is help you build your wealth. At no extra charge.

We have clients with over $100 million in their profit sharing plans. Many have over $10 million. 70% have over $1 million. Our clients rarely roll to an IRA when they retire. They keep their plans with us and set up sole props to sponsor.

For our ideas born of discussions.

For building wealth at age 90 and beyond. For their heirs.

You. Can. Do. It.

You can contribute huge amounts more to some types of plans (DB, CB) than to others (PS, 401k) - in big income years, with a DB Plan, and dump $$$ into it, perhaps $50,000 to $200,000 in a great year, zero in a bad year...or when you buy the new shiny car. This is a big secret of DB Plans - huge contributions when you have the money, much smaller (or zero) when you don't. We will let you know each year about larger contributions and other plan options.

Ideas born of discussions.

You. Can. Do. It.

If a rainy day comes, you can dip into it. BUT, just having it tough to get at means you will build, instead of spending. $50,000 in your savings, new big car, becomes $0 in your savings. You won't do this if you have the $50,000 in a retirement plan.One of the big secrets of keeping your money is putting it into an account you will not be able to raid on a Thursday after you see the nice new car. We will help you be the gatekeeper for your retirement plan.

You. Can. Do. It.

What have others done with their retirement plans, DURING their younger years? Elon Musk ($$$), Peter Thiel ($2 billion PayPal), Rupert Murdock ($177 million) all used retirement plans. Rupert has $177 million in his Fox plan. Peter Thiel leveraged his retirement plan, rolled into a Roth IRA, and then used it to set up PayPal and others - $2 billion plus. Elon...well, Elon is Elon.

Are you ready for our ideas and discussions? To be partners for your wealth?

We help you build your wealth. Stocks, bonds, income real estate, Airbnb, whatever you want you can buy. You are the trustee, you have full power. So many clients have real estate in their pension plans! Can't spend dirt.

Ideas born of discussion.

For. The. Here, And. Now.

You. Can. Do. It.

We provide no investment advice at all, and we are NOT affiliated with any investment firm.

Just simple TPAs and actuaries, and advice-givers for growing your wealth.

We got this.

Ideas born of discussion.