Cash Balance Advisors is a national company with many locations to assist business owners in building a custom cash balance plan for retirement.
Our strategies are unlike those offered elsewhere in the financial industry for a few key reasons.
Our team includes experts from across the board to offer the most comprehensive and holistic approach to cutting taxes. When your tax team includes only a CPA or a single financial planner, you miss out on many potential deductions. No matter how remarkable one tax prep professional is, they can’t compare to a full team of expert strategists. Each person on our team brings a unique perspective from a different part of the financial or legal industries, and we combine our strengths to find every possible deduction for our clients.