At Emparion, we are a leading provider of strategic retirement services. We are third-party administrators and not financial advisors or custodians.
- Retirement structuring, including self-directed 401ks, cash balance plans and defined benefit plans;
- Fringe benefit review, including healthcare reimbursement, educational, and benefit planning.
- Third-party administration and compliance.
Our goal is to educate our clients on strategies that aren’t often understood or implemented by CPAs or financial planners. We examine your situation and offer strategic advice to lower your tax bill and help you grow your retirement. Specifically, we can help with the following:
Our clients have one thing in common. They rely on us for strategic advice. Our clients operate in a variety of industries, including:
- Real estate professionals (investors, flippers, developers, etc); and
- Other business owners
Whether you are looking for a solo 401k plan or a complex cash balance plan, we are here to help. We can tailor our planning to meet your specific requirements.
Please contact us today for a free consultation.