Who We Serve

  • Business owners that earn $250,000 or more
  • Business owners that want to sell the highly appreciated assets, including their businesses without the worry of paying capital gain taxes
  • Anyone, business owner or not that has a net worth of $2,000,000, not including property
  • Anyone paying more than $50,000 in federal income taxes
  • Our tax planning goes well beyond Cash Balance Planning – contact your local advisor for our financial profile form.

Balancing the pros and cons of a cash balance plan can be difficult if you are unsure of how the process works. At Cash Balance Advisors, we help you understand each of your options. Speak with us to learn who has a cash balance plan and how this setup can help you financially.

Contact us to speak with our advisors about your services. We work with clients nationwide.