Ready for a Thoughtful Qualified Plan?

We are experienced in designing retirement plans for business owners.  Unlike most plan providers, we thoughtfully coordinate the tax and financial planning benefits of our strategies with your tax and legal service providers.

There are three steps to having the best retirement plan possible:

  1. Understand where you current plan is ranked vs. your plan size peer group and industry.  The best place to start is Brightscope.com.  If your plan score is not at least as high at the "average in peer group", your plan should be improved.
  2. Contact Thoughtful Advisors and request a Retirement Plan Diagnostic (RPD) Analysis from AdvisorLab™ - We waive the $495 fee for requests from our website, from referrals from Tampa Bay area professionals or from Tampa Bay area chamber of commerce member businesses.
  3. Using the peer group comparison information from the RPD, Thoughtful Advisors then prepares a Retirement Plan Efficiency (RPE) Analysis that shows a side by side comparison of how the redesigned plan can help improve your current plan.

We help you Understand What Is Possible.  You decide what your next step is.