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Helping people enjoy financial peace of mind.
Established 1977
Good plans shape good decisions

Retirement Plan Design

Retirement plans are today the single most important item on the agenda of business owners seeking a vehicle to provide substantial retirement income. They are the primary component of sheltering income and reducing business tax liability as well as a key segment of an employee benefits program. We know how to design the proper program for a specific business situation and how to keep it operating effectively over the long run.

At APS we have one goal: to build programs that fit the unique needs of each client. We meet with our clients and their professional advisors, review all pertinent financial data, and establish short and long-term goals. APS consultants take all these factors into consideration before designing the final plan, which may take the form of a profit sharing, 401(k), defined benefit, or other recognized qualified or non-qualified program.

After the plan has been adopted, we maintain continuous, hands-on monitoring for the purpose of advising the client of current performance, government compliance, and projected results.

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