You have needs, we provide solutions.

Whether it is business insurance planning, or tax-free retirement income, we can design a specific plan to fulfill your need.

Do you know at what age you're going to retire? Have a specific 'monthly income desired' for when you stop working?

Pension Plan Solutions will create a plan tailored specifically with you in mind.
We'll help protect your family and your business, should the worse happen to you.

Products & Services available:
- Buy-Sell planning arrangements
- One-Way Buy-Sell planning arrangements
- Executive Bonus Plans
- Retirement supplement tax free plans
- Employee 'Golden Handcuffs' planning
- Business owner tax free income planning transfers to family
- Business owner tax free retirement plan transfers to family
- College funding plans
- Sage Scholars Tuition Rewards Program (for tuition reduction at 300+ select universities nationwide)
- Permanent insurance plans
- Term & Whole Life plans
- Annuity retirement income planning
- 401(k) Alternative plans
- Key person insurance plans
- Bank C.D./Money Market Alternative plans

Educational training services provided:
- Lunch & Learn presentations to business owners/partners/management
- Lunch & Learn presentation to employees/staff
- Business owner insurance planning reviews
- Business owner retirement plan overviews
- Employee one-on-one retirement educational meetings

Additional services
- Covered CA Health Plans
- Long Term Care planning
- Disability Income planning
- Health insurance planning

Pension Plan Solutions on Facebook:
https://www.facebook.com/PensionPlanSolutions?ref=ts&fref=ts

Confidentiality laws apply. Individuals must qualify for these plans, per insurance company standards.

Pension Plan Solutions is not a tax consulting firm. We do not provide tax assistance. Every case has different tax implications based on variables pertaining to the specific business and owner(s). Please consult your tax advisor.