Raleigh Alternative Retirement Planning - (919) 847-6800

For many of our W-2 clients, or business owner clients with lots of employees, you are struggling with developing retirement planning opportunities that do not require you to provide a heft benefit and tremendous cash cost, to you and your business.

Consider Universal Life annuities or Cash Balance plans to derive you and your family’s personal pension plan for the future. There are many ways to structure these, please reach out to us to discuss further.