We specialize in helping business owners design retirement plans to reduce their long-term taxes and increase their after-tax wealth. As an actuary, Brad Mendel has experience in tax shelter qualified retirement plans and administering 401k, cash balance, and defined benefit plans. Our perspective helps business owners diversify their assets and lower the risk of relying too heavily on the value of their business as their sole means for a comfortable retirement. We also provide professional guidance to employees on their investments and financial planning needs so they can enjoy their future as well.